+288.4%
VICR vs HRB
-6.2%
+294.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.5% | +10.6% | +11.4% |
| 7D | +5.0% | -8.0% | +13.0% | +1.3% |
| 30D | -12.5% | -16.0% | +3.5% | -18.2% |
| 3M | -33.6% | +26.9% | -60.5% | -24.2% |
| 6M | +10.7% | +51.1% | -40.5% | +36.2% |
| YTD | +80.6% | +7.1% | +73.5% | +118.7% |
| 1Y | +288.4% | -9.6% | +298.0% | +365.6% |
| All | +288.4% | -6.2% | +294.5% | +365.6% |
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