+531.8%
RVMD vs WCC
+129.2%
+402.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -0.7% | +6.8% | -7.5% | -2.5% |
| 30D | +0.3% | -3.0% | +3.4% | +1.0% |
| 3M | +38.9% | +0.2% | +38.7% | +37.9% |
| 6M | +108.1% | +33.2% | +75.0% | +89.5% |
| YTD | +160.7% | +45.8% | +114.9% | +129.1% |
| 1Y | +407.3% | +68.4% | +338.9% | +323.7% |
| All | +531.8% | +129.2% | +402.6% | +333.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling