+688.8%
VRT vs WCN
+48.2%
+640.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +18.6% | +1.2% | +17.4% | +18.2% |
| 30D | -11.7% | +26.4% | -38.1% | -19.8% |
| 3M | -27.3% | +17.5% | -44.8% | -31.9% |
| 6M | -42.9% | +28.7% | -71.6% | -49.9% |
| YTD | +29.5% | +11.5% | +18.0% | +22.9% |
| 1Y | +21.0% | +15.9% | +5.2% | +11.7% |
| 3Y | +403.1% | +51.6% | +351.5% | +251.8% |
| 5Y | +688.8% | +47.9% | +640.9% | +426.1% |
| All | +688.8% | +48.2% | +640.6% | +426.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling