+776.1%
IVV vs WCN
+5,182.5%
-4,406.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | 0.0% |
| 7D | +0.1% | -0.6% | +0.8% | +0.3% |
| 30D | +0.1% | +0.4% | -0.4% | -0.1% |
| 3M | +2.0% | +7.3% | -5.3% | -0.8% |
| 6M | +13.0% | -2.5% | +15.5% | +13.2% |
| YTD | +13.6% | -5.4% | +19.0% | +14.6% |
| 1Y | +20.1% | -8.5% | +28.5% | +22.3% |
| 3Y | +77.6% | +20.8% | +56.8% | +63.1% |
| 5Y | +82.5% | +30.0% | +52.5% | +62.7% |
| 10Y | +316.5% | +238.4% | +78.1% | +174.7% |
| All | +776.1% | +5,182.5% | -4,406.4% | +233.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling