-39.3%
VG vs WCN
-6.9%
-32.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | 0.0% |
| 7D | +1.7% | -0.6% | +2.3% | +1.9% |
| 30D | +16.0% | +0.4% | +15.6% | +15.8% |
| 3M | +9.7% | +7.3% | +2.4% | +6.6% |
| 6M | +29.6% | -2.5% | +32.1% | +29.9% |
| YTD | +112.0% | -5.4% | +117.4% | +114.4% |
| 1Y | +12.8% | -8.5% | +21.3% | +16.3% |
| All | -39.3% | -6.9% | -32.4% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling