+59.9%
VEA vs WCN
+24.9%
+34.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -1.5% | -3.1% | +1.7% | -0.7% |
| 30D | -0.8% | -3.4% | +2.6% | 0.0% |
| 3M | +2.5% | +3.0% | -0.5% | +1.2% |
| 6M | +11.1% | -3.8% | +14.9% | +11.8% |
| YTD | +17.2% | -8.3% | +25.5% | +19.5% |
| 1Y | +24.5% | -9.7% | +34.3% | +27.5% |
| 3Y | +75.4% | +17.2% | +58.3% | +61.5% |
| All | +59.9% | +24.9% | +34.9% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling