+2.1%
HD vs VICR
+187.3%
-185.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.9% | -0.8% |
| 7D | -1.8% | +1.3% | -3.1% | -1.9% |
| 30D | -10.8% | -11.9% | +1.1% | -10.4% |
| 3M | -2.7% | -35.1% | +32.5% | -1.2% |
| 6M | -10.3% | +8.1% | -18.4% | -13.2% |
| YTD | -7.8% | +67.8% | -75.6% | -14.0% |
| 1Y | -23.1% | +267.3% | -290.4% | -33.2% |
| All | +2.1% | +187.3% | -185.2% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling