+738.6%
IVV vs WCC
+3,002.8%
-2,264.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.2% |
| 7D | -2.7% | -14.7% | +12.0% | +0.6% |
| 30D | -5.4% | -20.1% | +14.7% | -0.8% |
| 3M | -4.1% | -21.2% | +17.1% | +0.5% |
| 6M | +0.7% | -19.2% | +19.9% | +4.3% |
| YTD | +8.7% | +20.2% | -11.5% | +1.9% |
| 1Y | +11.0% | +14.5% | -3.5% | +5.1% |
| 3Y | +75.4% | +115.1% | -39.7% | +37.6% |
| 5Y | +68.3% | +121.5% | -53.2% | +26.5% |
| 10Y | +315.5% | +468.1% | -152.6% | +129.0% |
| All | +738.6% | +3,002.8% | -2,264.1% | +189.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling