+710.1%
VTV vs WCC
+3,340.4%
-2,630.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.2% |
| 7D | -2.1% | +1.7% | -3.7% | -2.5% |
| 30D | -1.3% | -6.1% | +4.7% | +0.1% |
| 3M | +5.6% | +3.1% | +2.5% | +3.8% |
| 6M | +12.4% | +28.2% | -15.8% | +3.2% |
| YTD | +17.6% | +41.1% | -23.4% | +4.7% |
| 1Y | +23.5% | +61.3% | -37.8% | +5.2% |
| 3Y | +67.0% | +123.6% | -56.6% | +22.7% |
| 5Y | +80.5% | +214.8% | -134.2% | +13.5% |
| 10Y | +230.6% | +513.6% | -283.0% | +49.8% |
| All | +710.1% | +3,340.4% | -2,630.3% | +148.5% |
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