+320.6%
VZ vs WCN
+7,873.9%
-7,553.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.7% |
| 7D | +2.1% | +2.9% | -0.8% | +1.7% |
| 30D | +1.4% | +22.1% | -20.7% | -1.8% |
| 3M | -1.3% | +13.2% | -14.4% | -3.2% |
| 6M | -0.5% | +23.7% | -24.2% | -3.9% |
| YTD | +19.6% | +8.7% | +10.9% | +17.7% |
| 1Y | +22.4% | +15.3% | +7.0% | +19.2% |
| 3Y | +55.9% | +46.0% | +9.9% | +46.1% |
| 5Y | +20.4% | +45.9% | -25.5% | +12.2% |
| 10Y | +66.9% | +311.1% | -244.2% | +33.6% |
| All | +320.6% | +7,873.9% | -7,553.3% | +183.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling