+1,002.6%
VST vs WCN
+316.8%
+685.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.4% | +11.9% | +11.1% |
| 7D | -9.8% | +2.9% | -12.7% | -11.1% |
| 30D | -25.1% | +22.1% | -47.2% | -32.1% |
| 3M | -11.6% | +13.2% | -24.8% | -17.1% |
| 6M | -20.9% | +23.7% | -44.6% | -29.6% |
| YTD | -22.3% | +8.7% | -31.0% | -26.8% |
| 1Y | -32.0% | +15.3% | -47.4% | -38.1% |
| 3Y | +262.4% | +46.0% | +216.4% | +183.0% |
| 5Y | +563.4% | +45.9% | +517.5% | +411.2% |
| 10Y | +1,120.7% | +311.1% | +809.6% | +535.9% |
| All | +1,002.6% | +316.8% | +685.7% | +459.8% |
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 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