+115.1%
WCC price history and return analytics
+69.7%
+45.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +1.7% |
| 7D | -14.7% | -2.3% | -12.4% | -10.8% |
| 30D | -20.1% | -5.0% | -15.1% | -11.4% |
| 3M | -21.2% | -4.9% | -16.3% | -12.5% |
| 6M | -19.2% | -1.5% | -17.6% | -15.6% |
| YTD | +20.2% | +8.5% | +11.7% | +4.7% |
| 1Y | +14.5% | +11.4% | +3.1% | -5.1% |
| 3Y | +115.1% | +70.1% | +45.1% | -27.4% |
| All | +115.1% | +69.7% | +45.4% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling