+2,896.6%
WCN vs VO
+833.6%
+2,063.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.2% |
| 7D | +0.4% | +0.2% | +0.2% | +0.2% |
| 30D | +25.3% | +2.0% | +23.3% | +23.7% |
| 3M | +15.4% | -0.3% | +15.7% | +15.5% |
| 6M | +27.8% | +7.3% | +20.6% | +22.1% |
| YTD | +10.6% | +15.0% | -4.4% | +1.2% |
| 1Y | +15.8% | +14.7% | +1.1% | +6.1% |
| 3Y | +50.3% | +67.3% | -17.0% | +8.3% |
| 5Y | +46.9% | +38.8% | +8.1% | +16.9% |
| 10Y | +318.8% | +201.6% | +117.2% | +101.8% |
| All | +2,896.6% | +833.6% | +2,063.0% | +573.9% |
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