+167.9%
RVMD vs WST
+49.0%
+118.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.4% |
| 7D | -0.7% | +4.9% | -5.6% | -1.3% |
| 30D | -6.4% | +10.7% | -17.1% | -7.0% |
| 3M | -14.1% | +16.8% | -30.9% | -14.8% |
| 6M | +21.0% | +32.0% | -10.9% | +19.6% |
| YTD | +121.4% | +49.9% | +71.5% | +117.2% |
| 1Y | +167.9% | +50.6% | +117.3% | +162.1% |
| All | +167.9% | +49.0% | +118.9% | +162.1% |
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