+15,273.9%
WWD vs VICR
+1,659.1%
+13,614.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.5% |
| 7D | +0.8% | +9.8% | -9.0% | -1.2% |
| 30D | -6.4% | -12.6% | +6.2% | -4.2% |
| 3M | -5.6% | -29.7% | +24.1% | -1.0% |
| 6M | -9.1% | +18.8% | -27.9% | -16.9% |
| YTD | +12.5% | +76.4% | -63.9% | -6.4% |
| 1Y | +41.3% | +282.4% | -241.0% | -2.1% |
| 3Y | +170.2% | +206.2% | -35.9% | +80.3% |
| 5Y | +192.5% | +53.9% | +138.6% | +101.8% |
| 10Y | +476.9% | +1,572.3% | -1,095.4% | +109.6% |
| All | +15,273.9% | +1,659.1% | +13,614.8% | +4,420.4% |
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