-22.0%
VST vs WCC
+22.3%
-44.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -0.2% |
| 7D | +6.6% | +9.9% | -3.4% | +1.4% |
| 30D | -12.4% | -8.4% | -3.9% | -8.3% |
| 3M | -9.0% | -10.3% | +1.3% | -4.2% |
| 6M | -6.4% | -10.5% | +4.0% | -2.1% |
| YTD | -17.2% | +32.2% | -49.4% | -26.5% |
| 1Y | -22.0% | +25.5% | -47.6% | -29.3% |
| All | -22.0% | +22.3% | -44.4% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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