+51.8%
VG vs WCN
+16.1%
+35.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +2.8% | -10.5% | -8.0% |
| 7D | -16.4% | +6.7% | -23.1% | -17.2% |
| 30D | -10.8% | +24.3% | -35.1% | -14.9% |
| 3M | -6.3% | +16.1% | -22.4% | -8.6% |
| 6M | -12.5% | +19.9% | -32.5% | -16.3% |
| YTD | +76.9% | +10.1% | +66.8% | +78.1% |
| 1Y | +51.8% | +14.4% | +37.4% | +46.7% |
| All | +51.8% | +16.1% | +35.7% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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