+13.3%
WNC price history and return analytics
+229.8%
-216.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -1.6% |
| 7D | -12.3% | -1.1% | -11.2% | -11.1% |
| 30D | +0.8% | -1.0% | +1.8% | +2.3% |
| 3M | +41.2% | +3.2% | +38.1% | +35.8% |
| 6M | +41.3% | +12.5% | +28.8% | +23.2% |
| YTD | +48.6% | +14.1% | +34.6% | +28.0% |
| 1Y | +12.4% | +18.9% | -6.5% | -7.9% |
| 3Y | -36.8% | +74.1% | -110.9% | -66.6% |
| 5Y | -0.8% | +66.9% | -67.6% | -44.7% |
| All | +13.3% | +229.8% | -216.5% | -72.4% |
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 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