+21,324.7%
PH vs VICR
+10,134.2%
+11,190.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.5% |
| 7D | +4.3% | +8.3% | -3.9% | +2.9% |
| 30D | +0.1% | -35.2% | +35.3% | +6.6% |
| 3M | -9.4% | -29.8% | +20.4% | -6.1% |
| 6M | +8.8% | -48.6% | +57.3% | +15.8% |
| YTD | +9.6% | +45.1% | -35.5% | -5.2% |
| 1Y | +14.4% | +79.6% | -65.1% | -4.7% |
| 3Y | +134.5% | +335.4% | -200.9% | +56.3% |
| 5Y | +204.4% | -1.0% | +205.5% | +139.4% |
| 10Y | +697.3% | +993.1% | -295.8% | +285.8% |
| All | +21,324.7% | +10,134.2% | +11,190.5% | +5,964.9% |
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