+25,038.0%
HD vs VICR
+12,032.4%
+13,005.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.5% | +0.2% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | -8.4% | -13.9% | +5.5% | -6.9% |
| 3M | +4.3% | -38.4% | +42.8% | +9.2% |
| 6M | -11.1% | -7.2% | -3.9% | -14.1% |
| YTD | -4.7% | +72.0% | -76.7% | -16.3% |
| 1Y | -19.8% | +263.3% | -283.1% | -37.7% |
| 3Y | +4.1% | +173.3% | -169.2% | -20.6% |
| 5Y | +10.3% | +47.3% | -37.0% | -14.2% |
| 10Y | +203.2% | +1,495.2% | -1,292.0% | +54.0% |
| All | +25,038.0% | +12,032.4% | +13,005.5% | +6,897.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling