+211.0%
RSP vs WCC
+431.3%
-220.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.6% |
| 7D | +2.4% | +9.9% | -7.6% | -0.2% |
| 30D | +4.3% | -8.4% | +12.7% | +6.0% |
| 3M | -0.3% | -10.3% | +10.0% | +1.4% |
| 6M | +9.8% | -10.5% | +20.3% | +10.9% |
| YTD | +16.8% | +32.2% | -15.3% | +4.7% |
| 1Y | +19.5% | +25.5% | -6.0% | +8.5% |
| 3Y | +65.1% | +134.7% | -69.5% | +18.3% |
| 5Y | +48.7% | +139.9% | -91.2% | +0.5% |
| All | +211.0% | +431.3% | -220.4% | +42.3% |
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