-46.6%
VG vs WCN
+8.7%
-55.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.4% |
| 7D | +5.5% | +0.4% | +5.1% | +5.4% |
| 30D | -3.6% | +25.3% | -28.9% | -8.7% |
| 3M | -4.0% | +15.4% | -19.4% | -6.8% |
| 6M | +9.4% | +27.8% | -18.5% | +2.2% |
| YTD | +86.6% | +10.6% | +76.1% | +82.5% |
| 1Y | +69.5% | +15.8% | +53.7% | +63.9% |
| All | -46.6% | +8.7% | -55.3% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling