+402.8%
VUG vs WCN
+322.1%
+80.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.5% | +2.6% | -0.1% | +1.3% |
| 30D | -6.3% | +23.9% | -30.2% | -16.0% |
| 3M | -6.0% | +17.4% | -23.5% | -13.6% |
| 6M | -3.5% | +28.0% | -31.6% | -15.9% |
| YTD | +3.9% | +11.6% | -7.6% | -3.4% |
| 1Y | +5.1% | +16.9% | -11.8% | -5.0% |
| 3Y | +77.9% | +51.6% | +26.3% | +33.5% |
| 5Y | +62.4% | +48.0% | +14.4% | +21.9% |
| All | +402.8% | +322.1% | +80.8% | +127.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling