+454.5%
V vs WCC
+460.5%
-6.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +0.6% | -9.9% | +10.5% | +2.5% |
| 30D | +9.7% | -13.4% | +23.1% | +12.4% |
| 3M | +17.3% | -13.5% | +30.8% | +19.6% |
| 6M | +33.2% | -10.6% | +43.8% | +33.7% |
| YTD | +21.3% | +30.1% | -8.7% | +10.2% |
| 1Y | +27.3% | +22.3% | +5.0% | +17.2% |
| 3Y | +76.1% | +130.3% | -54.2% | +30.8% |
| 5Y | +103.5% | +144.5% | -41.1% | +41.4% |
| 10Y | +454.5% | +431.8% | +22.6% | +178.1% |
| All | +454.5% | +460.5% | -6.1% | +178.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling