+1,002.6%
VST vs WCC
+390.9%
+611.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +2.2% | +8.4% | +9.8% |
| 7D | -9.8% | -14.7% | +4.9% | -4.7% |
| 30D | -25.1% | -20.1% | -5.1% | -19.2% |
| 3M | -11.6% | -21.2% | +9.6% | -4.4% |
| 6M | -20.9% | -19.2% | -1.8% | -15.3% |
| YTD | -22.3% | +20.2% | -42.5% | -26.9% |
| 1Y | -32.0% | +14.5% | -46.5% | -35.2% |
| 3Y | +262.4% | +115.1% | +147.3% | +183.3% |
| 5Y | +563.4% | +121.5% | +441.9% | +390.9% |
| 10Y | +1,120.7% | +468.1% | +652.6% | +478.7% |
| All | +1,002.6% | +390.9% | +611.7% | +449.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling