+16.8%
HAS vs VICR
+263.7%
-246.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -1.4% |
| 7D | -4.8% | +1.3% | -6.1% | -4.9% |
| 30D | -5.1% | -11.9% | +6.8% | -5.0% |
| 3M | +6.4% | -35.1% | +41.5% | +7.4% |
| 6M | -5.6% | +8.1% | -13.8% | -9.8% |
| YTD | +11.0% | +67.8% | -56.8% | +1.8% |
| 1Y | +16.8% | +267.3% | -250.5% | -1.4% |
| All | +16.8% | +263.7% | -246.9% | -1.4% |
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 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