+583.5%
RVMD vs WCC
+211.6%
+371.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.2% | -1.1% |
| 7D | -3.6% | +1.7% | -5.2% | -4.1% |
| 30D | -1.1% | -6.1% | +5.0% | +0.7% |
| 3M | +41.0% | +3.1% | +37.9% | +38.5% |
| 6M | +105.7% | +28.2% | +77.5% | +86.3% |
| YTD | +155.3% | +41.1% | +114.2% | +121.7% |
| 1Y | +402.7% | +61.3% | +341.4% | +313.8% |
| 3Y | +533.1% | +123.6% | +409.5% | +336.9% |
| 5Y | +583.5% | +214.8% | +368.7% | +296.6% |
| All | +583.5% | +211.6% | +371.9% | +296.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling