+68.5%
VG vs WCC
+22.3%
+46.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -1.1% |
| 7D | +14.0% | +9.9% | +4.0% | +15.3% |
| 30D | -1.0% | -8.4% | +7.5% | -2.5% |
| 3M | -2.7% | -10.3% | +7.6% | -4.3% |
| 6M | +1.5% | -10.5% | +12.0% | +0.9% |
| YTD | +93.7% | +32.2% | +61.5% | +105.2% |
| 1Y | +68.5% | +25.5% | +43.0% | +78.2% |
| All | +68.5% | +22.3% | +46.2% | +78.2% |
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