+954.4%
VTI vs WCN
+3,009.2%
-2,054.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.1% |
| 7D | +0.6% | -0.4% | +1.1% | +0.8% |
| 30D | -1.1% | -2.1% | +1.0% | -0.2% |
| 3M | +3.9% | +6.4% | -2.5% | +0.6% |
| 6M | +14.6% | -3.7% | +18.3% | +15.3% |
| YTD | +13.3% | -6.4% | +19.7% | +15.1% |
| 1Y | +19.2% | -7.9% | +27.1% | +21.6% |
| 3Y | +77.4% | +20.8% | +56.6% | +58.0% |
| 5Y | +74.0% | +29.0% | +45.1% | +49.2% |
| 10Y | +294.6% | +236.4% | +58.3% | +121.4% |
| All | +954.4% | +3,009.2% | -2,054.8% | +155.5% |
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