+58.5%
HAS vs VICR
+65.4%
-7.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -2.0% |
| 7D | +1.6% | +21.9% | -20.3% | +1.6% |
| 30D | +26.6% | -38.4% | +65.0% | +26.2% |
| 3M | +29.0% | -27.2% | +56.1% | +28.7% |
| 6M | +30.6% | -43.7% | +74.3% | +31.6% |
| YTD | +51.5% | +50.3% | +1.3% | +35.5% |
| 1Y | +58.5% | +74.6% | -16.1% | +38.6% |
| All | +58.5% | +65.4% | -7.0% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling