+11.9%
VT vs WCN
+16.8%
-4.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.4% |
| 7D | -0.1% | +2.6% | -2.7% | 0.0% |
| 30D | -3.1% | +25.3% | -28.4% | -1.8% |
| 3M | -3.5% | +15.2% | -18.7% | -2.7% |
| 6M | +0.5% | +26.4% | -26.0% | +1.3% |
| YTD | +10.8% | +9.9% | +0.9% | +13.3% |
| 1Y | +11.9% | +16.2% | -4.3% | +13.5% |
| All | +11.9% | +16.8% | -4.9% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling