+48.8%
VFC vs WCC
+135.5%
-86.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +3.5% | -9.9% | +13.4% | +7.9% |
| 30D | +38.3% | -13.4% | +51.7% | +46.0% |
| 3M | +40.2% | -13.5% | +53.6% | +47.1% |
| 6M | +10.6% | -10.6% | +21.2% | +12.7% |
| YTD | +16.7% | +30.1% | -13.3% | -4.8% |
| 1Y | +45.0% | +22.3% | +22.7% | +22.4% |
| 3Y | +48.8% | +130.3% | -81.5% | -29.8% |
| All | +48.8% | +135.5% | -86.7% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling