-3.1%
HON vs VICR
+293.8%
-296.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.2% | -11.1% | -0.7% |
| 7D | -3.5% | +5.0% | -8.4% | -3.8% |
| 30D | -13.8% | -12.5% | -1.3% | -13.1% |
| 3M | -11.7% | -33.6% | +21.9% | -10.4% |
| 6M | -18.7% | +10.7% | -29.4% | -21.5% |
| YTD | +0.2% | +80.6% | -80.3% | -5.9% |
| 1Y | -3.1% | +288.4% | -291.4% | -11.3% |
| All | -3.1% | +293.8% | -296.8% | -11.3% |
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