+1,250.4%
VUG vs WCC
+3,415.0%
-2,164.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.5% |
| 7D | -0.1% | +4.5% | -4.6% | -1.3% |
| 30D | -0.3% | -5.8% | +5.5% | +1.1% |
| 3M | -0.7% | -3.7% | +3.0% | -0.3% |
| 6M | +14.6% | +23.1% | -8.4% | +6.7% |
| YTD | +9.0% | +44.2% | -35.1% | -3.2% |
| 1Y | +14.9% | +62.1% | -47.2% | -1.9% |
| 3Y | +86.0% | +121.1% | -35.1% | +38.9% |
| 5Y | +76.7% | +214.0% | -137.3% | +15.2% |
| 10Y | +411.3% | +472.8% | -61.5% | +149.6% |
| All | +1,250.4% | +3,415.0% | -2,164.6% | +342.4% |
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 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