+84.5%
VTR vs WCN
+24.9%
+59.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.3% | -3.1% | +2.8% | +0.9% |
| 30D | +1.1% | -3.4% | +4.5% | +2.4% |
| 3M | +7.9% | +3.0% | +4.9% | +6.7% |
| 6M | +6.2% | -3.8% | +9.9% | +7.5% |
| YTD | +17.7% | -8.3% | +26.0% | +21.1% |
| 1Y | +32.9% | -9.7% | +42.6% | +37.4% |
| 3Y | +129.7% | +17.2% | +112.5% | +113.0% |
| All | +84.5% | +24.9% | +59.6% | +63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling