+59.2%
HAL vs VICR
-1.1%
+60.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.4% | +6.5% | +3.4% |
| 7D | +6.1% | +8.3% | -2.2% | +5.3% |
| 30D | +2.9% | -35.2% | +38.1% | +6.0% |
| 3M | +3.3% | -29.8% | +33.2% | +5.0% |
| 6M | -16.9% | -48.6% | +31.7% | -14.4% |
| YTD | +21.2% | +45.1% | -23.9% | +10.2% |
| 1Y | +27.5% | +79.6% | -52.0% | +13.4% |
| 3Y | -6.4% | +335.4% | -341.8% | -25.2% |
| All | +59.2% | -1.1% | +60.2% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling