-22.7%
HD vs VICR
+264.7%
-287.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -1.0% |
| 7D | -1.8% | +1.3% | -3.1% | -1.8% |
| 30D | -10.8% | -11.9% | +1.1% | -10.8% |
| 3M | -2.7% | -35.1% | +32.5% | -2.4% |
| 6M | -10.3% | +8.1% | -18.4% | -12.8% |
| YTD | -7.8% | +67.8% | -75.6% | -10.4% |
| All | -22.7% | +264.7% | -287.5% | -25.9% |
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