-31.2%
WING vs VICR
+57.6%
-88.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +11.2% | -5.2% | +4.7% |
| 7D | +7.2% | +5.0% | +2.3% | +6.6% |
| 30D | +4.8% | -12.5% | +17.3% | +5.8% |
| 3M | -23.7% | -33.6% | +9.9% | -21.4% |
| 6M | -43.6% | +10.7% | -54.2% | -46.5% |
| YTD | -50.6% | +80.6% | -131.1% | -56.5% |
| 1Y | -57.0% | +288.4% | -345.4% | -66.4% |
| 3Y | -28.3% | +213.8% | -242.1% | -45.7% |
| All | -31.2% | +57.6% | -88.9% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling