+7,020.1%
VTR vs WCC
+1,563.0%
+5,457.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.8% | -0.4% |
| 7D | +0.2% | +9.9% | -9.8% | -2.2% |
| 30D | +5.5% | -8.4% | +13.9% | +6.9% |
| 3M | -0.9% | -10.3% | +9.4% | +0.5% |
| 6M | -0.4% | -10.5% | +10.1% | -0.2% |
| YTD | +17.0% | +32.2% | -15.1% | +4.9% |
| 1Y | +18.0% | +25.5% | -7.6% | +6.8% |
| 3Y | +127.4% | +134.7% | -7.3% | +64.2% |
| 5Y | +92.3% | +139.9% | -47.7% | +31.8% |
| 10Y | +129.6% | +433.5% | -303.9% | +14.9% |
| All | +7,020.1% | +1,563.0% | +5,457.0% | +2,368.7% |
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