+88.2%
WNC price history and return analytics
+368.8%
-280.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -3.5% |
| 7D | -8.6% | -0.1% | -8.4% | -8.3% |
| 30D | +3.8% | -0.7% | +4.4% | +5.2% |
| 3M | +64.9% | +4.0% | +60.9% | +54.7% |
| 6M | +45.2% | +12.3% | +32.9% | +21.7% |
| YTD | +53.9% | +14.0% | +39.9% | +26.4% |
| 1Y | +18.8% | +20.3% | -1.5% | -10.3% |
| 3Y | -35.1% | +75.4% | -110.5% | -72.9% |
| 5Y | -2.8% | +66.0% | -68.8% | -56.1% |
| 10Y | +19.7% | +228.2% | -208.5% | -83.4% |
| All | +88.2% | +368.8% | -280.6% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling