+219.9%
WCC vs VT
+66.2%
+153.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.5% | +0.4% | +4.0% | +3.7% |
| 30D | -5.8% | +1.0% | -6.8% | -7.3% |
| 3M | -3.7% | +2.4% | -6.0% | -6.9% |
| 6M | +23.1% | +12.0% | +11.1% | +2.3% |
| YTD | +44.2% | +15.3% | +28.8% | +14.1% |
| 1Y | +62.1% | +22.6% | +39.5% | +15.7% |
| 3Y | +121.1% | +74.7% | +46.4% | -9.0% |
| All | +219.9% | +66.2% | +153.7% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling