+241.0%
RVMD vs WCC
+24.5%
+216.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.9% | +12.7% | +4.2% |
| 7D | +5.8% | -8.8% | +14.6% | +6.9% |
| 30D | -3.8% | -16.0% | +12.2% | -1.7% |
| 3M | +3.2% | -15.2% | +18.4% | +5.2% |
| 6M | +35.0% | -8.4% | +43.4% | +35.5% |
| YTD | +150.7% | +30.1% | +120.6% | +138.1% |
| 1Y | +241.0% | +26.4% | +214.5% | +223.4% |
| All | +241.0% | +24.5% | +216.5% | +223.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling