+302.6%
WCN vs VT
+215.5%
+87.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +2.9% | -2.3% | +5.2% | +4.2% |
| 30D | +22.1% | -5.0% | +27.1% | +25.4% |
| 3M | +13.2% | -4.9% | +18.1% | +16.1% |
| 6M | +23.7% | -1.5% | +25.2% | +23.7% |
| YTD | +8.7% | +8.5% | +0.3% | +2.1% |
| 1Y | +15.3% | +11.4% | +4.0% | +6.5% |
| 3Y | +46.0% | +70.1% | -24.1% | +1.0% |
| 5Y | +45.9% | +53.7% | -7.8% | +7.2% |
| All | +302.6% | +215.5% | +87.1% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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