+112.0%
VSH vs WCN
-8.7%
+120.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +3.7% |
| 7D | +4.1% | -0.6% | +4.7% | +3.7% |
| 30D | -4.2% | +0.4% | -4.6% | -3.8% |
| 3M | -50.0% | +7.3% | -57.3% | -48.9% |
| 6M | +80.2% | -2.5% | +82.7% | +84.7% |
| YTD | +121.1% | -5.4% | +126.5% | +124.7% |
| 1Y | +112.0% | -8.5% | +120.5% | +131.5% |
| All | +112.0% | -8.7% | +120.7% | +131.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling