+241.0%
RVMD vs WST
+47.3%
+193.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.8% |
| 7D | +5.8% | +1.3% | +4.5% | +5.8% |
| 30D | -3.8% | +8.5% | -12.3% | -4.2% |
| 3M | +3.2% | +17.2% | -14.0% | +2.5% |
| 6M | +35.0% | +36.3% | -1.2% | +33.7% |
| YTD | +150.7% | +48.9% | +101.8% | +147.3% |
| 1Y | +241.0% | +42.9% | +198.1% | +239.6% |
| All | +241.0% | +47.3% | +193.7% | +239.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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