+1,973.2%
VTR vs WCN
+6,686.9%
-4,713.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | -0.2% |
| 7D | -2.9% | -1.7% | -1.2% | -2.4% |
| 30D | -2.8% | -3.0% | +0.2% | -2.0% |
| 3M | +9.0% | +2.5% | +6.5% | +8.2% |
| 6M | +5.0% | -5.7% | +10.6% | +6.5% |
| YTD | +16.9% | -7.4% | +24.4% | +19.0% |
| 1Y | +34.3% | -8.6% | +42.9% | +37.1% |
| 3Y | +131.6% | +19.4% | +112.2% | +118.3% |
| 5Y | +88.0% | +27.2% | +60.8% | +73.2% |
| 10Y | +97.8% | +238.5% | -140.7% | +43.5% |
| All | +1,973.2% | +6,686.9% | -4,713.7% | +864.7% |
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