+219.2%
VT vs WCN
+300.6%
-81.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -0.1% | +2.6% | -2.7% | -1.2% |
| 30D | -3.1% | +25.3% | -28.4% | -12.3% |
| 3M | -3.5% | +15.2% | -18.7% | -9.6% |
| 6M | +0.5% | +26.4% | -26.0% | -10.3% |
| YTD | +10.8% | +9.9% | +0.9% | +4.8% |
| 1Y | +11.9% | +16.2% | -4.3% | +2.9% |
| 3Y | +73.0% | +49.4% | +23.6% | +36.5% |
| 5Y | +58.6% | +46.2% | +12.4% | +24.6% |
| 10Y | +219.2% | +305.7% | -86.5% | +61.3% |
| All | +219.2% | +300.6% | -81.4% | +61.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling