+90.1%
DVA vs WCC
+129.2%
-39.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | +2.0% | +6.8% | -4.8% | +1.4% |
| 30D | -0.4% | -3.0% | +2.6% | -0.2% |
| 3M | -7.7% | +0.2% | -7.9% | -8.0% |
| 6M | +20.0% | +33.2% | -13.2% | +15.6% |
| YTD | +61.1% | +45.8% | +15.3% | +53.4% |
| 1Y | +33.9% | +68.4% | -34.5% | +24.9% |
| All | +90.1% | +129.2% | -39.1% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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