+50.0%
VG vs WCC
+13.7%
+36.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | +0.3% |
| 7D | -22.0% | -14.7% | -7.3% | -23.5% |
| 30D | -11.6% | -20.1% | +8.4% | -14.3% |
| 3M | -14.9% | -21.2% | +6.3% | -17.5% |
| 6M | -3.5% | -19.2% | +15.6% | -4.7% |
| YTD | +70.0% | +20.2% | +49.8% | +66.4% |
| 1Y | +50.0% | +14.5% | +35.5% | +44.0% |
| All | +50.0% | +13.7% | +36.3% | +44.0% |
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