+2,874.5%
V vs WCN
+1,248.6%
+1,626.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.2% |
| 7D | -1.1% | -0.4% | -0.6% | -0.9% |
| 30D | +1.9% | -2.1% | +4.0% | +3.0% |
| 3M | +15.5% | +6.4% | +9.2% | +11.5% |
| 6M | +16.6% | -3.7% | +20.3% | +18.1% |
| YTD | +5.7% | -6.4% | +12.1% | +8.3% |
| 1Y | +8.6% | -7.9% | +16.5% | +12.0% |
| 3Y | +52.5% | +20.8% | +31.7% | +34.0% |
| 5Y | +67.1% | +29.0% | +38.2% | +39.7% |
| 10Y | +376.8% | +236.4% | +140.4% | +140.5% |
| All | +2,874.5% | +1,248.6% | +1,626.0% | +532.2% |
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