+322.4%
WCN vs VO
+197.6%
+124.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | +1.2% | +2.9% | -1.8% | -0.5% |
| 30D | +26.4% | +1.0% | +25.4% | +25.6% |
| 3M | +17.5% | -1.7% | +19.2% | +18.5% |
| 6M | +28.7% | +6.7% | +22.1% | +23.6% |
| YTD | +11.5% | +14.0% | -2.5% | +2.9% |
| 1Y | +15.9% | +13.7% | +2.2% | +7.0% |
| 3Y | +51.6% | +65.8% | -14.3% | +10.4% |
| 5Y | +47.9% | +36.6% | +11.3% | +19.8% |
| All | +322.4% | +197.6% | +124.8% | +103.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling