+544.9%
HAL vs VICR
+12,032.4%
-11,487.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.1% | -1.4% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +17.0% | -13.9% | +31.0% | +19.2% |
| 3M | -9.7% | -38.4% | +28.8% | -4.5% |
| 6M | +8.6% | -7.2% | +15.8% | +4.4% |
| YTD | +33.0% | +72.0% | -39.0% | +14.8% |
| 1Y | +68.3% | +263.3% | -195.0% | +27.3% |
| 3Y | +0.1% | +173.3% | -173.2% | -25.4% |
| 5Y | +102.6% | +47.3% | +55.3% | +53.0% |
| 10Y | +3.8% | +1,495.2% | -1,491.4% | -49.5% |
| All | +544.9% | +12,032.4% | -11,487.6% | +127.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling