+136.6%
WCC vs VO
+65.0%
+71.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.7% | +5.4% | +2.4% |
| 7D | -5.7% | -0.1% | -5.6% | -5.1% |
| 30D | -13.5% | +0.5% | -14.0% | -13.9% |
| 3M | -12.9% | -1.0% | -11.8% | -10.3% |
| 6M | -10.7% | +6.4% | -17.1% | -20.3% |
| YTD | +30.0% | +13.6% | +16.4% | +3.1% |
| 1Y | +24.7% | +14.5% | +10.2% | -2.4% |
| 3Y | +136.6% | +67.2% | +69.3% | -14.3% |
| All | +136.6% | +65.0% | +71.6% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling