+33.5%
VIK vs WCC
+62.7%
-29.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | +0.1% |
| 7D | -1.8% | +1.7% | -3.5% | -2.5% |
| 30D | -17.3% | -6.1% | -11.2% | -15.3% |
| 3M | -5.1% | +3.1% | -8.1% | -7.3% |
| 6M | +16.2% | +28.2% | -12.0% | +1.1% |
| YTD | +17.6% | +41.1% | -23.4% | -1.8% |
| 1Y | +33.5% | +61.3% | -27.8% | +7.0% |
| All | +33.5% | +62.7% | -29.2% | +7.0% |
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