+50.2%
WCN vs VO
+68.0%
-17.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.1% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | +25.3% | +2.0% | +23.3% | +24.3% |
| 3M | +15.4% | -0.3% | +15.7% | +15.5% |
| 6M | +27.8% | +7.3% | +20.6% | +23.8% |
| YTD | +10.6% | +15.0% | -4.4% | +3.8% |
| 1Y | +15.8% | +14.7% | +1.1% | +8.8% |
| All | +50.2% | +68.0% | -17.8% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling