+143.9%
WCC price history and return analytics
+57.4%
+86.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +3.5% |
| 7D | -5.7% | +0.4% | -6.1% | -6.2% |
| 30D | -13.5% | -2.6% | -10.9% | -8.9% |
| 3M | -12.9% | -3.2% | -9.6% | -6.9% |
| 6M | -10.7% | +0.9% | -11.6% | -10.8% |
| YTD | +30.0% | +11.3% | +18.7% | +10.2% |
| 1Y | +24.7% | +14.0% | +10.7% | +1.7% |
| 3Y | +136.6% | +75.8% | +60.7% | -2.8% |
| 5Y | +143.9% | +57.8% | +86.1% | +26.4% |
| All | +143.9% | +57.4% | +86.5% | +26.4% |
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 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