+84.1%
WDC vs VICR
+14.5%
+69.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +3.6% |
| 7D | +7.5% | +1.3% | +6.2% | +6.7% |
| 30D | +10.1% | -11.9% | +22.0% | +17.2% |
| 3M | -6.8% | -35.1% | +28.3% | +16.1% |
| 6M | +84.1% | +8.1% | +76.0% | +68.2% |
| All | +84.1% | +14.5% | +69.7% | +68.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling