+98.9%
VSH vs WCN
+16.4%
+82.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | +2.6% | +11.8% | +16.6% |
| 30D | -7.9% | +23.9% | -31.8% | +8.7% |
| 3M | -19.9% | +17.4% | -37.3% | -8.6% |
| 6M | -30.5% | +28.0% | -58.5% | -19.0% |
| YTD | +85.7% | +11.6% | +74.1% | +118.6% |
| 1Y | +98.9% | +16.9% | +82.1% | +135.8% |
| All | +98.9% | +16.4% | +82.5% | +135.8% |
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 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