+69.7%
VT vs WCN
+47.1%
+22.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -4.2% | +5.5% | -9.7% | -4.7% |
| 30D | -5.8% | +24.2% | -30.0% | -8.3% |
| 3M | -5.2% | +17.0% | -22.2% | -7.0% |
| 6M | +0.1% | +22.3% | -22.2% | -2.7% |
| YTD | +8.2% | +10.2% | -2.0% | +7.7% |
| 1Y | +10.1% | +16.5% | -6.3% | +7.8% |
| All | +69.7% | +47.1% | +22.5% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling