+534.2%
WCC price history and return analytics
+222.7%
+311.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.2% |
| 7D | +6.8% | -0.1% | +6.9% | +7.0% |
| 30D | -3.0% | -0.7% | -2.3% | -1.8% |
| 3M | +0.2% | +4.0% | -3.8% | -5.4% |
| 6M | +33.2% | +12.3% | +20.9% | +11.2% |
| YTD | +45.8% | +14.0% | +31.8% | +19.0% |
| 1Y | +68.4% | +20.3% | +48.1% | +26.1% |
| 3Y | +131.1% | +75.4% | +55.7% | -2.1% |
| 5Y | +225.6% | +66.0% | +159.6% | +55.8% |
| 10Y | +534.2% | +228.2% | +306.0% | +28.1% |
| All | +534.2% | +222.7% | +311.5% | +28.1% |
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