+225.6%
WCC vs VIG
+62.2%
+163.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.3% |
| 7D | +6.8% | -1.2% | +8.0% | +9.1% |
| 30D | -3.0% | -2.8% | -0.2% | +2.3% |
| 3M | +0.2% | +2.5% | -2.3% | -4.3% |
| 6M | +33.2% | +8.1% | +25.1% | +15.9% |
| YTD | +45.8% | +9.6% | +36.3% | +24.3% |
| 1Y | +68.4% | +14.2% | +54.2% | +33.7% |
| 3Y | +131.1% | +56.1% | +75.0% | +9.2% |
| 5Y | +225.6% | +62.8% | +162.8% | +49.8% |
| All | +225.6% | +62.2% | +163.4% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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