+10.0%
CNH vs VICR
+187.3%
-177.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.9% | +7.1% | +2.8% |
| 7D | +1.8% | +1.3% | +0.6% | +1.6% |
| 30D | +32.6% | -11.9% | +44.6% | +33.9% |
| 3M | +29.4% | -35.1% | +64.6% | +34.6% |
| 6M | +26.0% | +8.1% | +17.8% | +20.4% |
| YTD | +52.2% | +67.8% | -15.6% | +36.6% |
| 1Y | +23.9% | +267.3% | -243.4% | -0.4% |
| All | +10.0% | +187.3% | -177.4% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VICR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling