+215.6%
RSP vs WCC
+492.1%
-276.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.1% | -5.9% | +0.1% |
| 7D | +0.4% | -5.7% | +6.1% | +1.6% |
| 30D | +3.7% | -13.5% | +17.2% | +7.0% |
| 3M | +0.8% | -12.9% | +13.6% | +3.3% |
| 6M | +9.1% | -10.7% | +19.8% | +10.2% |
| YTD | +16.7% | +30.0% | -13.3% | +5.1% |
| 1Y | +19.7% | +24.7% | -5.0% | +8.9% |
| 3Y | +66.7% | +136.6% | -69.9% | +19.2% |
| 5Y | +48.7% | +143.9% | -95.2% | 0.0% |
| 10Y | +215.6% | +465.9% | -250.4% | +43.7% |
| All | +215.6% | +492.1% | -276.5% | +43.7% |
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