+710.1%
VTV vs WCN
+2,382.5%
-1,672.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.1% |
| 7D | -2.1% | -4.4% | +2.4% | +0.1% |
| 30D | -1.3% | -4.4% | +3.1% | +0.9% |
| 3M | +5.6% | +0.5% | +5.2% | +4.9% |
| 6M | +12.4% | -3.3% | +15.7% | +13.1% |
| YTD | +17.6% | -8.5% | +26.1% | +21.2% |
| 1Y | +23.5% | -8.9% | +32.4% | +27.2% |
| 3Y | +67.0% | +18.0% | +49.0% | +48.2% |
| 5Y | +80.5% | +25.0% | +55.5% | +53.2% |
| 10Y | +230.6% | +234.7% | -4.1% | +66.0% |
| All | +710.1% | +2,382.5% | -1,672.4% | +59.6% |
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