+33.1%
VSH vs WCN
+20.9%
+12.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.3% |
| 7D | +6.2% | -0.4% | +6.7% | +6.1% |
| 30D | -11.1% | -2.1% | -9.0% | -11.5% |
| 3M | -44.9% | +6.4% | -51.3% | -44.9% |
| 6M | +90.0% | -3.7% | +93.6% | +91.3% |
| YTD | +118.8% | -6.4% | +125.1% | +120.6% |
| 1Y | +109.0% | -7.9% | +116.9% | +111.4% |
| All | +33.1% | +20.9% | +12.2% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling