-2.6%
HD vs VICR
+70.3%
-72.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.1% |
| 7D | +1.5% | +8.3% | -6.8% | +1.6% |
| 30D | +18.0% | -35.2% | +53.2% | +18.1% |
| 3M | +2.8% | -29.8% | +32.6% | +2.3% |
| 6M | +17.0% | -48.6% | +65.5% | +16.9% |
| YTD | +3.5% | +45.1% | -41.6% | -4.9% |
| 1Y | -2.6% | +79.6% | -82.1% | -14.6% |
| All | -2.6% | +70.3% | -72.9% | -14.6% |
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