+7.2%
VNQ vs WCN
+24.9%
-17.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.3% | -3.1% | +1.8% | +0.1% |
| 30D | -2.6% | -3.4% | +0.8% | -1.2% |
| 3M | -2.0% | +3.0% | -5.0% | -3.5% |
| 6M | +4.3% | -3.8% | +8.1% | +5.6% |
| YTD | +9.2% | -8.3% | +17.5% | +12.6% |
| 1Y | +5.6% | -9.7% | +15.4% | +9.6% |
| 3Y | +30.8% | +17.2% | +13.7% | +16.4% |
| All | +7.2% | +24.9% | -17.7% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling