+109.6%
VRT vs WCC
+66.8%
+42.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.3% | -8.5% |
| 7D | +2.4% | +6.8% | -4.4% | -2.9% |
| 30D | -2.7% | -3.0% | +0.3% | -0.1% |
| 3M | -9.2% | +0.2% | -9.4% | -8.6% |
| 6M | -0.5% | +33.2% | -33.7% | -19.1% |
| YTD | +62.3% | +45.8% | +16.5% | +26.5% |
| 1Y | +109.6% | +68.4% | +41.2% | +59.5% |
| All | +109.6% | +66.8% | +42.7% | +59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling