+348.0%
VT vs WCN
+1,382.9%
-1,034.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -4.2% | +5.5% | -9.7% | -6.8% |
| 30D | -5.8% | +24.2% | -30.0% | -16.2% |
| 3M | -5.2% | +17.0% | -22.2% | -13.2% |
| 6M | +0.1% | +22.3% | -22.2% | -11.1% |
| YTD | +8.2% | +10.2% | -2.0% | +0.7% |
| 1Y | +10.1% | +16.5% | -6.3% | -0.7% |
| 3Y | +69.7% | +47.1% | +22.6% | +31.8% |
| 5Y | +53.4% | +47.9% | +5.5% | +16.8% |
| 10Y | +219.2% | +316.7% | -97.5% | +30.4% |
| All | +348.0% | +1,382.9% | -1,034.9% | -22.5% |
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 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