-9.7%
WCN vs VO
+13.3%
-23.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -3.1% | -1.5% | -1.6% | -2.8% |
| 30D | -3.4% | -3.0% | -0.3% | -2.8% |
| 3M | +3.0% | +2.8% | +0.1% | +2.2% |
| 6M | -3.8% | +10.9% | -14.7% | -7.1% |
| YTD | -8.3% | +12.5% | -20.8% | -11.1% |
| 1Y | -9.7% | +12.0% | -21.7% | -13.0% |
| All | -9.7% | +13.3% | -23.0% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling