+644.6%
VRT vs WCN
+19.6%
+625.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +3.8% |
| 7D | +13.6% | -0.4% | +14.1% | +13.7% |
| 30D | +6.8% | -2.1% | +8.9% | +7.0% |
| 3M | -3.2% | +6.4% | -9.6% | -5.3% |
| 6M | +20.3% | -3.7% | +24.0% | +21.6% |
| YTD | +79.6% | -6.4% | +85.9% | +83.4% |
| 1Y | +139.0% | -7.9% | +146.9% | +145.7% |
| 3Y | +644.6% | +20.8% | +623.8% | +531.0% |
| All | +644.6% | +19.6% | +625.0% | +531.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling