+46.2%
WCN vs VT
+57.5%
-11.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +25.3% | -3.1% | +28.4% | +26.7% |
| 3M | +15.2% | -3.5% | +18.7% | +16.7% |
| 6M | +26.4% | +0.5% | +26.0% | +25.4% |
| YTD | +9.9% | +10.8% | -0.9% | +3.8% |
| 1Y | +16.2% | +11.9% | +4.3% | +9.1% |
| 3Y | +49.4% | +73.0% | -23.6% | +9.2% |
| 5Y | +46.2% | +58.6% | -12.4% | +12.5% |
| All | +46.2% | +57.5% | -11.4% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling