+33.5%
TRV vs WCC
+60.6%
-27.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.8% | +0.4% |
| 7D | -1.5% | +1.7% | -3.1% | -1.4% |
| 30D | -1.8% | -6.1% | +4.2% | -2.0% |
| 3M | +21.6% | +3.1% | +18.5% | +21.9% |
| 6M | +22.5% | +28.2% | -5.8% | +22.1% |
| YTD | +28.1% | +41.1% | -12.9% | +27.5% |
| All | +33.5% | +60.6% | -27.0% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling