+67.8%
VTV vs WCN
+18.4%
+49.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.1% | -3.1% | +2.0% | -0.4% |
| 30D | -1.0% | -3.4% | +2.4% | -0.3% |
| 3M | +4.6% | +3.0% | +1.7% | +3.7% |
| 6M | +13.5% | -3.8% | +17.3% | +14.3% |
| YTD | +18.5% | -8.3% | +26.8% | +20.8% |
| 1Y | +22.9% | -9.7% | +32.6% | +25.8% |
| 3Y | +67.8% | +17.2% | +50.7% | +60.3% |
| All | +67.8% | +18.4% | +49.5% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling