+59.7%
VIK vs WCC
+24.5%
+35.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -9.9% | +16.1% | +9.6% |
| 7D | +5.4% | -8.8% | +14.2% | +8.1% |
| 30D | +12.5% | -16.0% | +28.5% | +18.9% |
| 3M | -15.2% | -15.2% | 0.0% | -11.1% |
| 6M | +15.4% | -8.4% | +23.7% | +15.6% |
| YTD | +27.7% | +30.1% | -2.4% | +4.1% |
| 1Y | +59.7% | +26.4% | +33.3% | +29.9% |
| All | +59.7% | +24.5% | +35.3% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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