+392.1%
VNQ vs WCC
+1,490.7%
-1,098.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.9% |
| 7D | -0.4% | +8.5% | -8.9% | -3.1% |
| 30D | -2.5% | -1.0% | -1.6% | -2.6% |
| 3M | +1.4% | +2.1% | -0.7% | -0.8% |
| 6M | +4.6% | +36.8% | -32.3% | -8.5% |
| YTD | +10.5% | +47.7% | -37.2% | -6.5% |
| 1Y | +8.4% | +66.5% | -58.1% | -13.0% |
| 3Y | +32.4% | +134.2% | -101.7% | -13.0% |
| 5Y | +5.5% | +231.6% | -226.2% | -43.6% |
| 10Y | +59.1% | +508.1% | -449.0% | -44.9% |
| All | +392.1% | +1,490.7% | -1,098.6% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling