+304.3%
VSH vs WCN
+8,078.4%
-7,774.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.9% |
| 7D | +26.2% | +1.2% | +25.0% | +25.8% |
| 30D | -12.5% | +26.4% | -38.9% | -19.3% |
| 3M | -16.9% | +17.5% | -34.4% | -21.7% |
| 6M | -17.0% | +28.7% | -45.7% | -24.9% |
| YTD | +93.8% | +11.5% | +82.3% | +82.5% |
| 1Y | +99.3% | +15.9% | +83.5% | +85.3% |
| 3Y | +35.0% | +51.6% | -16.6% | +13.3% |
| 5Y | +45.8% | +47.9% | -2.1% | +22.8% |
| 10Y | +127.1% | +322.5% | -195.3% | +39.9% |
| All | +304.3% | +8,078.4% | -7,774.1% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling