+1,963.3%
TRV vs WCC
+1,758.7%
+204.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.5% |
| 7D | +0.5% | +8.5% | -8.0% | -1.1% |
| 30D | -4.9% | -1.0% | -3.9% | -4.9% |
| 3M | +23.7% | +2.1% | +21.6% | +22.1% |
| 6M | +20.3% | +36.8% | -16.5% | +11.3% |
| YTD | +27.1% | +47.7% | -20.7% | +15.2% |
| 1Y | +35.3% | +66.5% | -31.2% | +19.2% |
| 3Y | +139.8% | +134.2% | +5.7% | +88.5% |
| 5Y | +153.9% | +231.6% | -77.8% | +78.0% |
| 10Y | +285.9% | +508.1% | -222.3% | +119.3% |
| All | +1,963.3% | +1,758.7% | +204.7% | +711.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling