-31.4%
HDB vs VICR
+178.2%
-209.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.9% |
| 7D | -6.2% | -0.4% | -5.8% | -6.2% |
| 30D | -6.2% | -15.6% | +9.3% | -5.6% |
| 3M | -5.9% | -35.4% | +29.5% | -4.3% |
| 6M | -25.9% | +1.3% | -27.2% | -27.8% |
| YTD | -40.2% | +62.5% | -102.7% | -43.5% |
| 1Y | -38.0% | +255.5% | -293.4% | -44.9% |
| All | -31.4% | +178.2% | -209.7% | -39.5% |
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