+59.9%
VZ vs WCN
+238.4%
-178.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | +7.9% | +0.4% | +7.5% | +7.7% |
| 3M | +13.6% | +7.3% | +6.3% | +11.1% |
| 6M | +1.1% | -2.5% | +3.6% | +1.6% |
| YTD | +29.3% | -5.4% | +34.7% | +30.8% |
| 1Y | +21.2% | -8.5% | +29.7% | +23.8% |
| 3Y | +75.9% | +20.8% | +55.1% | +62.6% |
| 5Y | +24.1% | +30.0% | -5.9% | +9.9% |
| All | +59.9% | +238.4% | -178.5% | -1.6% |
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 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