+1,601.7%
VICR vs HRB
+209.1%
+1,392.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.5% | +10.6% | +11.1% |
| 7D | +5.0% | -8.0% | +13.0% | +6.6% |
| 30D | -12.5% | -16.0% | +3.5% | -9.8% |
| 3M | -33.6% | +26.9% | -60.5% | -37.9% |
| 6M | +10.7% | +51.1% | -40.5% | -3.1% |
| YTD | +80.6% | +7.1% | +73.5% | +73.3% |
| 1Y | +288.4% | -9.6% | +298.0% | +290.3% |
| 3Y | +213.8% | +25.4% | +188.4% | +173.0% |
| 5Y | +58.8% | +114.9% | -56.1% | +11.9% |
| All | +1,601.7% | +209.1% | +1,392.6% | +888.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling