+32.8%
IVZ vs WCC
+21.1%
+11.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | -0.2% |
| 7D | +0.6% | +4.5% | -3.8% | -0.9% |
| 30D | +4.0% | -5.8% | +9.8% | +5.9% |
| 3M | +18.2% | -3.7% | +21.8% | +18.5% |
| 6M | +32.8% | +23.1% | +9.8% | +18.5% |
| All | +32.8% | +21.1% | +11.8% | +18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling