+12.1%
IVV vs WCN
+15.9%
-3.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | +3.3% | +1.2% | +2.2% | +3.4% |
| 30D | -2.7% | +26.4% | -29.1% | -1.9% |
| 3M | -1.7% | +17.5% | -19.2% | -1.1% |
| 6M | +3.2% | +28.7% | -25.6% | +3.5% |
| YTD | +12.0% | +11.5% | +0.5% | +14.1% |
| 1Y | +12.1% | +15.9% | -3.8% | +13.7% |
| All | +12.1% | +15.9% | -3.8% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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