+2,464.9%
WCN vs VO
+827.2%
+1,637.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | -0.6% | -0.3% | -0.4% | -0.5% |
| 30D | +0.4% | -0.3% | +0.8% | +0.6% |
| 3M | +7.3% | +2.9% | +4.4% | +5.3% |
| 6M | -2.5% | +9.3% | -11.8% | -7.9% |
| YTD | -5.4% | +14.2% | -19.6% | -12.9% |
| 1Y | -8.5% | +15.3% | -23.7% | -16.4% |
| 3Y | +20.8% | +56.2% | -35.5% | -9.2% |
| 5Y | +30.0% | +42.4% | -12.4% | +1.9% |
| 10Y | +238.4% | +194.7% | +43.7% | +65.5% |
| All | +2,464.9% | +827.2% | +1,637.7% | +480.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling