+2,545.5%
VRT vs WCC
+521.9%
+2,023.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.3% | -8.9% |
| 7D | +2.4% | +6.8% | -4.4% | -1.0% |
| 30D | -2.7% | -3.0% | +0.3% | -0.9% |
| 3M | -9.2% | +0.2% | -9.4% | -8.5% |
| 6M | -0.5% | +33.2% | -33.7% | -13.4% |
| YTD | +62.3% | +45.8% | +16.5% | +35.2% |
| 1Y | +109.6% | +68.4% | +41.2% | +61.8% |
| 3Y | +573.1% | +131.1% | +441.9% | +331.0% |
| 5Y | +953.6% | +225.6% | +728.0% | +473.1% |
| All | +2,545.5% | +521.9% | +2,023.6% | +608.3% |
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