+15.9%
WCN vs VLTO
+20.4%
-4.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.4% |
| 7D | +1.2% | +0.8% | +0.4% | +0.8% |
| 30D | +26.4% | +18.7% | +7.8% | +17.3% |
| 3M | +17.5% | +21.7% | -4.2% | +7.9% |
| 6M | +28.7% | +35.8% | -7.1% | +13.0% |
| YTD | +11.5% | +18.3% | -6.7% | +2.5% |
| 1Y | +15.9% | +20.9% | -5.0% | +5.6% |
| All | +15.9% | +20.4% | -4.6% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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