+75.8%
VT vs WCN
+20.7%
+55.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.2% |
| 7D | +0.4% | -0.6% | +1.1% | +0.5% |
| 30D | +1.0% | +0.4% | +0.5% | +0.9% |
| 3M | +2.4% | +7.3% | -4.9% | +0.8% |
| 6M | +12.0% | -2.5% | +14.5% | +12.6% |
| YTD | +15.3% | -5.4% | +20.7% | +16.7% |
| 1Y | +22.6% | -8.5% | +31.0% | +25.3% |
| All | +75.8% | +20.7% | +55.0% | +65.5% |
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 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