+7.2%
VNQ vs WCC
+223.5%
-216.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -2.9% | +0.1% |
| 7D | -1.3% | +1.4% | -2.7% | -1.5% |
| 30D | -2.6% | -2.3% | -0.3% | -2.3% |
| 3M | -2.0% | +3.7% | -5.7% | -3.3% |
| 6M | +4.3% | +34.8% | -30.5% | -2.9% |
| YTD | +9.2% | +46.1% | -36.9% | -0.4% |
| 1Y | +5.6% | +62.7% | -57.1% | -6.4% |
| 3Y | +30.8% | +133.6% | -102.8% | +1.6% |
| All | +7.2% | +223.5% | -216.3% | -26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling