+800.0%
VGT vs WCN
+235.9%
+564.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -0.2% | -3.1% | +2.9% | +1.4% |
| 30D | -0.4% | -3.4% | +3.0% | +1.2% |
| 3M | +4.4% | +3.0% | +1.5% | +1.8% |
| 6M | +32.1% | -3.8% | +35.8% | +32.4% |
| YTD | +28.8% | -8.3% | +37.1% | +32.2% |
| 1Y | +35.3% | -9.7% | +45.1% | +39.5% |
| 3Y | +124.8% | +17.2% | +107.6% | +90.7% |
| 5Y | +137.9% | +25.3% | +112.6% | +89.6% |
| All | +800.0% | +235.9% | +564.1% | +326.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling