+182.3%
VICR vs HRB
+25.2%
+157.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.3% |
| 7D | -0.4% | -12.2% | +11.8% | -3.1% |
| 30D | -15.6% | -3.0% | -12.6% | -16.1% |
| 3M | -35.4% | +21.7% | -57.1% | -31.8% |
| 6M | +1.3% | +52.3% | -51.0% | +10.6% |
| YTD | +62.5% | +6.5% | +56.0% | +79.5% |
| 1Y | +255.5% | -6.7% | +262.1% | +295.3% |
| All | +182.3% | +25.2% | +157.1% | +178.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling