+148.1%
TRV vs WCC
+134.5%
+13.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.1% |
| 7D | +2.0% | +9.9% | -7.9% | +1.6% |
| 30D | +6.7% | -8.4% | +15.2% | +7.0% |
| 3M | +9.4% | -10.3% | +19.7% | +9.6% |
| 6M | +37.7% | -10.5% | +48.2% | +38.0% |
| YTD | +40.6% | +32.2% | +8.4% | +35.4% |
| 1Y | +42.4% | +25.5% | +16.9% | +37.8% |
| 3Y | +148.1% | +134.7% | +13.4% | +129.2% |
| All | +148.1% | +134.5% | +13.7% | +129.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling