+26.2%
IVZ vs WCC
+23.3%
+2.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.1% | -1.4% | +3.8% |
| 7D | +4.1% | -5.7% | +9.8% | +5.6% |
| 30D | -2.0% | -13.5% | +11.4% | +2.4% |
| 3M | -7.8% | -12.9% | +5.0% | -4.5% |
| 6M | +6.3% | -10.7% | +17.0% | +8.1% |
| YTD | +12.6% | +30.0% | -17.4% | -7.7% |
| All | +26.2% | +23.3% | +2.9% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling