+7,053.1%
VTR vs WCC
+1,758.7%
+5,294.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.1% |
| 7D | -2.4% | +8.5% | -10.9% | -4.4% |
| 30D | -3.7% | -1.0% | -2.8% | -3.7% |
| 3M | +13.5% | +2.1% | +11.4% | +11.5% |
| 6M | +7.2% | +36.8% | -29.6% | -3.2% |
| YTD | +17.6% | +47.7% | -30.2% | +3.6% |
| 1Y | +35.4% | +66.5% | -31.1% | +14.9% |
| 3Y | +132.8% | +134.2% | -1.3% | +70.0% |
| 5Y | +88.7% | +231.6% | -143.0% | +19.8% |
| 10Y | +87.6% | +508.1% | -420.5% | -8.4% |
| All | +7,053.1% | +1,758.7% | +5,294.4% | +2,339.0% |
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