-5.3%
CDW vs VICR
+293.8%
-299.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +11.2% | -3.3% | +7.7% |
| 7D | +0.9% | +5.0% | -4.0% | +0.8% |
| 30D | +13.1% | -12.5% | +25.5% | +12.9% |
| 3M | +19.7% | -33.6% | +53.3% | +20.1% |
| 6M | +30.7% | +10.7% | +20.1% | +27.2% |
| YTD | +14.7% | +80.6% | -65.9% | +7.1% |
| 1Y | -5.3% | +288.4% | -293.7% | -15.6% |
| All | -5.3% | +293.8% | -299.1% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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