+2,545.5%
VRT vs WCN
+118.3%
+2,427.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.2% | -8.4% | -9.1% |
| 7D | +2.4% | -1.7% | +4.1% | +3.2% |
| 30D | -2.7% | -3.0% | +0.3% | -1.5% |
| 3M | -9.2% | +2.5% | -11.7% | -11.4% |
| 6M | -0.5% | -5.7% | +5.2% | +0.5% |
| YTD | +62.3% | -7.4% | +69.8% | +65.2% |
| 1Y | +109.6% | -8.6% | +118.2% | +113.4% |
| 3Y | +573.1% | +19.4% | +553.7% | +482.1% |
| 5Y | +953.6% | +27.2% | +926.4% | +780.2% |
| All | +2,545.5% | +118.3% | +2,427.2% | +1,874.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling