+1,024.4%
VRT vs WCN
+30.9%
+993.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.1% |
| 7D | +13.6% | -0.4% | +14.1% | +13.8% |
| 30D | +6.8% | -2.1% | +8.9% | +7.6% |
| 3M | -3.2% | +6.4% | -9.6% | -7.8% |
| 6M | +20.3% | -3.7% | +24.0% | +20.7% |
| YTD | +79.6% | -6.4% | +85.9% | +82.8% |
| 1Y | +139.0% | -7.9% | +146.9% | +144.4% |
| 3Y | +644.6% | +20.8% | +623.8% | +491.4% |
| 5Y | +1,024.4% | +29.0% | +995.4% | +690.8% |
| All | +1,024.4% | +30.9% | +993.4% | +690.8% |
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 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