+647.0%
VRT vs WCC
+141.7%
+505.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.1% | +1.5% | +3.8% |
| 7D | -10.6% | -5.7% | -4.9% | -5.8% |
| 30D | -17.4% | -13.5% | -4.0% | -7.3% |
| 3M | -26.4% | -12.9% | -13.5% | -17.6% |
| 6M | -41.0% | -10.7% | -30.3% | -34.7% |
| YTD | +23.8% | +30.0% | -6.2% | +7.0% |
| 1Y | +11.6% | +24.7% | -13.1% | -0.5% |
| 3Y | +403.5% | +136.6% | +266.9% | +171.1% |
| 5Y | +647.0% | +143.9% | +503.1% | +248.3% |
| All | +647.0% | +141.7% | +505.4% | +248.3% |
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 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