+76.0%
VUG vs WCN
+27.0%
+48.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | +0.1% | -1.7% | +1.8% | +0.7% |
| 30D | -1.7% | -3.0% | +1.3% | -0.7% |
| 3M | +2.8% | +2.5% | +0.3% | +1.3% |
| 6M | +13.6% | -5.7% | +19.3% | +15.4% |
| YTD | +8.1% | -7.4% | +15.5% | +10.4% |
| 1Y | +13.1% | -8.6% | +21.7% | +15.9% |
| 3Y | +87.0% | +19.4% | +67.6% | +62.1% |
| 5Y | +76.0% | +27.2% | +48.8% | +40.7% |
| All | +76.0% | +27.0% | +48.9% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling