-66.4%
HTZ vs VICR
+76.0%
-142.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -11.1% | +20.3% | +10.6% |
| 7D | +18.9% | -26.6% | +45.5% | +23.8% |
| 30D | +26.3% | -47.9% | +74.2% | +37.8% |
| 3M | +49.7% | -29.8% | +79.4% | +53.6% |
| 6M | -61.1% | -36.6% | -24.5% | -60.0% |
| YTD | -56.0% | +45.1% | -101.2% | -66.3% |
| 1Y | -66.4% | +80.0% | -146.4% | -76.1% |
| All | -66.4% | +76.0% | -142.4% | -76.1% |
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