+776.1%
IVV vs WCC
+3,620.5%
-2,844.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -1.3% |
| 7D | +0.1% | +4.5% | -4.4% | -0.9% |
| 30D | +0.1% | -5.8% | +5.9% | +1.3% |
| 3M | +2.0% | -3.7% | +5.7% | +2.2% |
| 6M | +13.0% | +23.1% | -10.0% | +6.4% |
| YTD | +13.6% | +44.2% | -30.6% | +2.8% |
| 1Y | +20.1% | +62.1% | -42.0% | +5.2% |
| 3Y | +77.6% | +121.1% | -43.5% | +39.0% |
| 5Y | +82.5% | +214.0% | -131.5% | +27.2% |
| 10Y | +316.5% | +472.8% | -156.3% | +129.8% |
| All | +776.1% | +3,620.5% | -2,844.4% | +191.6% |
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