+1,115.8%
RSP vs WCC
+6,870.5%
-5,754.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.5% | -1.0% |
| 7D | -1.0% | -14.7% | +13.7% | +3.3% |
| 30D | +2.6% | -20.1% | +22.6% | +8.8% |
| 3M | -0.8% | -21.2% | +20.4% | +5.2% |
| 6M | +6.3% | -19.2% | +25.4% | +10.7% |
| YTD | +14.1% | +20.2% | -6.1% | +4.1% |
| 1Y | +18.0% | +14.5% | +3.6% | +9.1% |
| 3Y | +61.0% | +115.1% | -54.1% | +15.0% |
| 5Y | +45.6% | +121.5% | -75.9% | -2.3% |
| 10Y | +220.2% | +468.1% | -247.9% | +39.2% |
| All | +1,115.8% | +6,870.5% | -5,754.7% | +192.4% |
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