+2,263.1%
VGT vs WCN
+2,440.4%
-177.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | +0.3% |
| 7D | +1.8% | -0.4% | +2.3% | +2.1% |
| 30D | -0.3% | -2.1% | +1.8% | +0.7% |
| 3M | +3.4% | +6.4% | -3.0% | -0.9% |
| 6M | +35.0% | -3.7% | +38.7% | +35.2% |
| YTD | +28.8% | -6.4% | +35.1% | +30.4% |
| 1Y | +38.0% | -7.9% | +45.9% | +40.3% |
| 3Y | +125.8% | +20.8% | +105.0% | +94.5% |
| 5Y | +134.7% | +29.0% | +105.8% | +93.5% |
| 10Y | +792.6% | +236.4% | +556.2% | +344.2% |
| All | +2,263.1% | +2,440.4% | -177.3% | +323.8% |
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