+14.4%
PH vs VICR
+70.3%
-55.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.3% |
| 7D | +4.3% | +8.3% | -3.9% | +3.4% |
| 30D | +0.1% | -35.2% | +35.3% | +3.7% |
| 3M | -9.4% | -29.8% | +20.4% | -7.4% |
| 6M | +8.8% | -48.6% | +57.3% | +12.8% |
| YTD | +9.6% | +45.1% | -35.5% | -5.3% |
| 1Y | +14.4% | +79.6% | -65.1% | -6.2% |
| All | +14.4% | +70.3% | -55.8% | -6.2% |
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 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