+56.4%
VICR vs HRB
+114.1%
-57.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.5% | +10.6% | +11.2% |
| 7D | +5.0% | -8.0% | +13.0% | +4.7% |
| 30D | -12.5% | -16.0% | +3.5% | -12.8% |
| 3M | -33.6% | +26.9% | -60.5% | -33.7% |
| 6M | +10.7% | +51.1% | -40.5% | +8.7% |
| YTD | +80.6% | +7.1% | +73.5% | +87.3% |
| 1Y | +288.4% | -9.6% | +298.0% | +314.7% |
| 3Y | +213.8% | +25.4% | +188.4% | +199.2% |
| All | +56.4% | +114.1% | -57.7% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling