+8,617.8%
VICR vs HRB
+3,008.9%
+5,608.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.6% | -3.3% | -4.3% |
| 7D | +1.3% | -10.6% | +11.9% | +5.0% |
| 30D | -11.9% | -0.8% | -11.1% | -12.5% |
| 3M | -35.1% | +19.1% | -54.2% | -40.7% |
| 6M | +8.1% | +48.7% | -40.6% | -11.9% |
| YTD | +67.8% | +7.1% | +60.7% | +52.4% |
| 1Y | +267.3% | -8.3% | +275.6% | +251.3% |
| 3Y | +191.2% | +25.8% | +165.4% | +136.8% |
| 5Y | +48.1% | +111.1% | -63.0% | -5.5% |
| 10Y | +1,546.1% | +206.6% | +1,339.5% | +711.4% |
| All | +8,617.8% | +3,008.9% | +5,608.9% | +1,276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling