+65.9%
VSH vs WCN
+28.6%
+37.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | +6.2% | -0.4% | +6.7% | +6.2% |
| 30D | -11.1% | -2.1% | -9.0% | -11.0% |
| 3M | -44.9% | +6.4% | -51.3% | -46.2% |
| 6M | +90.0% | -3.7% | +93.6% | +90.2% |
| YTD | +118.8% | -6.4% | +125.1% | +120.7% |
| 1Y | +109.0% | -7.9% | +116.9% | +111.8% |
| 3Y | +35.6% | +20.8% | +14.8% | +17.4% |
| All | +65.9% | +28.6% | +37.3% | +35.9% |
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