+209.8%
RSP vs WCC
+506.2%
-296.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.6% |
| 7D | -1.8% | +6.8% | -8.6% | -3.6% |
| 30D | -2.5% | -3.0% | +0.5% | -2.0% |
| 3M | +3.0% | +0.2% | +2.8% | +2.0% |
| 6M | +8.9% | +33.2% | -24.3% | -1.1% |
| YTD | +13.0% | +45.8% | -32.9% | -0.4% |
| 1Y | +16.2% | +68.4% | -52.1% | -2.2% |
| 3Y | +52.7% | +131.1% | -78.4% | +11.2% |
| 5Y | +50.5% | +225.6% | -175.1% | -6.1% |
| 10Y | +209.8% | +534.2% | -324.3% | +33.7% |
| All | +209.8% | +506.2% | -296.4% | +33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling