+555.9%
THC vs VICR
+12,032.5%
-11,476.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.5% | -4.9% | -0.2% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | +1.3% | -13.9% | +15.2% | +3.0% |
| 3M | +64.2% | -38.4% | +102.7% | +71.6% |
| 6M | +8.3% | -7.2% | +15.5% | +4.0% |
| YTD | +33.4% | +72.0% | -38.7% | +16.1% |
| 1Y | +37.7% | +263.3% | -225.6% | +5.6% |
| 3Y | +236.8% | +173.3% | +63.5% | +154.2% |
| 5Y | +249.3% | +47.3% | +202.0% | +170.0% |
| 10Y | +995.2% | +1,495.2% | -499.9% | +475.4% |
| All | +555.9% | +12,032.5% | -11,476.6% | +136.4% |
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