-8.1%
VST vs WCN
+27.4%
-35.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +1.5% |
| 7D | +19.2% | +1.2% | +18.0% | +20.4% |
| 30D | -17.2% | +26.4% | -43.6% | -2.6% |
| 3M | -8.1% | +17.5% | -25.7% | +3.2% |
| 6M | -8.1% | +28.7% | -36.9% | +11.8% |
| All | -8.1% | +27.4% | -35.5% | +11.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling