-28.5%
VST vs WCC
+23.3%
-51.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.1% | -0.8% | +3.0% |
| 7D | -0.5% | -5.7% | +5.2% | +2.9% |
| 30D | -17.1% | -13.5% | -3.6% | -10.9% |
| 3M | -4.6% | -12.9% | +8.3% | +1.9% |
| 6M | -9.1% | -10.7% | +1.6% | -4.4% |
| YTD | -16.6% | +30.0% | -46.6% | -26.0% |
| All | -28.5% | +23.3% | -51.8% | -35.0% |
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