+26.4%
WCC vs VT
+15.2%
+11.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.7% | -11.6% | -13.3% |
| 7D | -8.8% | -0.3% | -8.5% | -8.4% |
| 30D | -16.0% | -1.4% | -14.6% | -13.3% |
| 3M | -15.2% | -1.4% | -13.8% | -12.5% |
| 6M | -8.4% | +5.5% | -13.8% | -16.7% |
| YTD | +30.1% | +12.8% | +17.3% | +3.5% |
| 1Y | +26.4% | +15.4% | +11.0% | -2.7% |
| All | +26.4% | +15.2% | +11.2% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling