+46.4%
VTRS vs WCC
+224.0%
-177.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.1% |
| 7D | -2.2% | +1.5% | -3.7% | -2.5% |
| 30D | +3.3% | -2.1% | +5.4% | +3.6% |
| 3M | +2.0% | +3.8% | -1.8% | +0.5% |
| 6M | +19.9% | +35.0% | -15.0% | +11.2% |
| YTD | +35.7% | +46.4% | -10.6% | +23.2% |
| 1Y | +68.1% | +63.0% | +5.1% | +48.3% |
| 3Y | +87.1% | +133.9% | -46.9% | +44.1% |
| All | +46.4% | +224.0% | -177.6% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling