+26.4%
WCC vs VICR
+76.0%
-49.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -11.1% | +1.2% | -6.8% |
| 7D | -8.8% | -26.6% | +17.8% | -0.9% |
| 30D | -16.0% | -47.9% | +31.9% | -0.9% |
| 3M | -15.2% | -29.8% | +14.5% | -8.8% |
| 6M | -8.4% | -36.6% | +28.3% | -2.7% |
| YTD | +30.1% | +45.1% | -15.0% | +3.0% |
| 1Y | +26.4% | +80.0% | -53.6% | -7.0% |
| All | +26.4% | +76.0% | -49.5% | -7.0% |
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