+1,199.2%
VUG vs WCC
+3,177.3%
-1,978.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +4.4% | +14.2% | -9.8% | +0.6% |
| 30D | -7.3% | -9.8% | +2.5% | -5.2% |
| 3M | -4.2% | -10.1% | +5.9% | -2.3% |
| 6M | -1.6% | -9.4% | +7.8% | -0.4% |
| YTD | +4.9% | +34.4% | -29.5% | -5.8% |
| 1Y | +3.8% | +23.3% | -19.5% | -4.6% |
| 3Y | +79.4% | +137.9% | -58.5% | +30.6% |
| 5Y | +63.9% | +144.0% | -80.1% | +13.9% |
| 10Y | +404.0% | +442.5% | -38.4% | +148.9% |
| All | +1,199.2% | +3,177.3% | -1,978.1% | +330.8% |
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