+263.3%
VICR vs HRB
+1.1%
+262.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.0% | +9.5% | +3.8% |
| 7D | +0.4% | -5.7% | +6.1% | -2.0% |
| 30D | -13.9% | +7.9% | -21.8% | -10.9% |
| 3M | -38.4% | +32.1% | -70.5% | -28.4% |
| 6M | -7.2% | +62.2% | -69.4% | +17.6% |
| YTD | +72.0% | +16.4% | +55.6% | +115.1% |
| 1Y | +263.3% | -0.3% | +263.6% | +353.2% |
| All | +263.3% | +1.1% | +262.2% | +353.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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