+879.5%
RVMD vs WST
+23.5%
+856.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -0.6% | +1.4% | -2.0% | -0.7% |
| 30D | +1.7% | +12.7% | -11.0% | +0.2% |
| 3M | -6.7% | +17.2% | -23.9% | -8.6% |
| 6M | +36.1% | +26.7% | +9.5% | +31.8% |
| YTD | +142.4% | +50.3% | +92.1% | +128.0% |
| 1Y | +207.8% | +50.2% | +157.5% | +189.4% |
| 3Y | +879.5% | +21.7% | +857.8% | +756.4% |
| All | +879.5% | +23.5% | +856.0% | +756.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling