+66.7%
VSH vs WCC
+229.6%
-162.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -2.4% |
| 7D | +6.2% | +8.5% | -2.3% | +1.6% |
| 30D | -11.1% | -1.0% | -10.1% | -10.7% |
| 3M | -44.9% | +2.1% | -47.0% | -45.0% |
| 6M | +90.0% | +36.8% | +53.1% | +64.4% |
| YTD | +118.8% | +47.7% | +71.1% | +82.3% |
| 1Y | +109.0% | +66.5% | +42.5% | +63.8% |
| 3Y | +35.6% | +134.2% | -98.5% | -11.8% |
| 5Y | +66.7% | +231.6% | -164.9% | -13.6% |
| All | +66.7% | +229.6% | -162.9% | -13.6% |
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