-39.3%
VG vs WCC
+81.1%
-120.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -1.4% |
| 7D | +1.7% | +4.5% | -2.8% | +0.5% |
| 30D | +16.0% | -5.8% | +21.8% | +17.6% |
| 3M | +9.7% | -3.7% | +13.4% | +9.9% |
| 6M | +29.6% | +23.1% | +6.5% | +11.1% |
| YTD | +112.0% | +44.2% | +67.9% | +59.0% |
| 1Y | +12.8% | +62.1% | -49.3% | -24.3% |
| All | -39.3% | +81.1% | -120.4% | -62.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling