+9.2%
WEC vs VICR
+76.0%
-66.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -11.1% | +13.5% | +2.1% |
| 7D | +6.9% | -26.6% | +33.5% | +6.3% |
| 30D | +16.6% | -47.9% | +64.5% | +15.7% |
| 3M | +9.1% | -29.8% | +38.8% | +8.4% |
| 6M | +3.2% | -36.6% | +39.8% | +2.2% |
| YTD | +14.9% | +45.1% | -30.2% | +15.2% |
| 1Y | +9.2% | +80.0% | -70.8% | +10.1% |
| All | +9.2% | +76.0% | -66.8% | +10.1% |
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