+51.8%
VG vs WCC
+24.5%
+27.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -9.9% | +2.2% | -9.0% |
| 7D | -16.4% | -8.8% | -7.6% | -17.4% |
| 30D | -10.8% | -16.0% | +5.2% | -13.4% |
| 3M | -6.3% | -15.2% | +8.9% | -8.6% |
| 6M | -12.5% | -8.4% | -4.1% | -12.1% |
| YTD | +76.9% | +30.1% | +46.8% | +75.6% |
| 1Y | +51.8% | +26.4% | +25.4% | +43.8% |
| All | +51.8% | +24.5% | +27.3% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling