+954.4%
VTI vs WCC
+4,030.4%
-3,076.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.0% | -1.2% |
| 7D | +0.6% | +8.5% | -7.8% | -1.4% |
| 30D | -1.1% | -1.0% | -0.1% | -1.0% |
| 3M | +3.9% | +2.1% | +1.8% | +2.6% |
| 6M | +14.6% | +36.8% | -22.2% | +4.5% |
| YTD | +13.3% | +47.7% | -34.4% | +0.9% |
| 1Y | +19.2% | +66.5% | -47.3% | +2.4% |
| 3Y | +77.4% | +134.2% | -56.8% | +33.9% |
| 5Y | +74.0% | +231.6% | -157.6% | +15.8% |
| 10Y | +294.6% | +508.1% | -213.5% | +103.2% |
| All | +954.4% | +4,030.4% | -3,076.0% | +216.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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