+1,837.7%
WCN vs VIG
+655.8%
+1,181.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.6% | +3.5% | -0.9% | -0.1% |
| 30D | +23.9% | +4.9% | +19.0% | +19.4% |
| 3M | +17.4% | +2.5% | +14.9% | +15.2% |
| 6M | +28.0% | +11.0% | +17.0% | +17.9% |
| YTD | +11.6% | +16.0% | -4.4% | -0.7% |
| 1Y | +16.9% | +17.5% | -0.7% | +2.9% |
| 3Y | +51.6% | +67.0% | -15.4% | +0.8% |
| 5Y | +48.0% | +64.8% | -16.8% | -1.3% |
| 10Y | +322.6% | +263.6% | +59.0% | +49.6% |
| All | +1,837.7% | +655.8% | +1,181.9% | +291.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling