+61.8%
VNQ vs WCC
+541.6%
-479.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.1% |
| 7D | -1.3% | +1.5% | -2.8% | -1.6% |
| 30D | -2.6% | -2.1% | -0.5% | -2.3% |
| 3M | -2.0% | +3.8% | -5.8% | -3.6% |
| 6M | +4.3% | +35.0% | -30.7% | -3.9% |
| YTD | +9.2% | +46.4% | -37.1% | -1.7% |
| 1Y | +5.6% | +63.0% | -57.4% | -7.8% |
| 3Y | +30.8% | +133.9% | -103.1% | -0.1% |
| 5Y | +8.0% | +226.5% | -218.6% | -27.3% |
| All | +61.8% | +541.6% | -479.9% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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