+1,127.7%
RSP vs WCC
+8,258.2%
-7,130.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.3% | -1.6% |
| 7D | -0.8% | +4.5% | -5.2% | -2.1% |
| 30D | -0.3% | -5.8% | +5.5% | +1.2% |
| 3M | +4.3% | -3.7% | +7.9% | +4.3% |
| 6M | +8.8% | +23.1% | -14.2% | +0.1% |
| YTD | +15.3% | +44.2% | -28.9% | +0.6% |
| 1Y | +18.3% | +62.1% | -43.8% | -1.1% |
| 3Y | +52.8% | +121.1% | -68.3% | +9.4% |
| 5Y | +51.7% | +214.0% | -162.2% | -7.9% |
| 10Y | +208.5% | +472.8% | -264.3% | +35.5% |
| All | +1,127.7% | +8,258.2% | -7,130.5% | +182.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling