+13,074.0%
WDC vs VICR
+12,339.4%
+734.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.5% | -0.4% | +1.5% |
| 7D | +6.0% | +9.8% | -3.9% | +3.5% |
| 30D | +9.9% | -12.6% | +22.5% | +13.6% |
| 3M | -9.4% | -29.7% | +20.3% | -0.8% |
| 6M | +94.7% | +18.8% | +75.9% | +85.2% |
| YTD | +177.4% | +76.4% | +101.0% | +138.5% |
| 1Y | +412.6% | +282.4% | +130.2% | +259.0% |
| 3Y | +1,359.8% | +206.2% | +1,153.6% | +891.4% |
| 5Y | +992.6% | +53.9% | +938.7% | +686.0% |
| 10Y | +1,245.5% | +1,572.3% | -326.8% | +397.2% |
| All | +13,074.0% | +12,339.4% | +734.6% | +2,019.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling