+67.6%
IVV vs WCC
+112.3%
-44.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.6% | +5.1% | -2.3% |
| 7D | -4.8% | -21.9% | +17.1% | +0.4% |
| 30D | -5.9% | -25.4% | +19.5% | +0.1% |
| 3M | -4.5% | -23.1% | +18.6% | +0.5% |
| 6M | +1.8% | -18.1% | +19.9% | +5.0% |
| YTD | +8.4% | +17.7% | -9.3% | +1.7% |
| 1Y | +9.4% | +12.4% | -3.0% | +3.6% |
| 3Y | +75.3% | +105.9% | -30.6% | +35.2% |
| All | +67.6% | +112.3% | -44.8% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling