+246.7%
THC vs VICR
+201.6%
+45.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -2.4% |
| 7D | -2.6% | +9.8% | -12.4% | -3.1% |
| 30D | -1.2% | -12.6% | +11.4% | -0.6% |
| 3M | +58.9% | -29.7% | +88.6% | +60.4% |
| 6M | +9.3% | +18.8% | -9.5% | +3.3% |
| YTD | +30.4% | +76.4% | -46.0% | +17.8% |
| 1Y | +34.6% | +282.4% | -247.8% | +11.6% |
| 3Y | +246.7% | +206.2% | +40.5% | +193.3% |
| All | +246.7% | +201.6% | +45.0% | +193.3% |
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 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