+67.1%
V vs WCC
+229.6%
-162.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.1% |
| 7D | -1.1% | +8.5% | -9.6% | -2.4% |
| 30D | +1.9% | -1.0% | +2.9% | +1.9% |
| 3M | +15.5% | +2.1% | +13.4% | +14.4% |
| 6M | +16.6% | +36.8% | -20.2% | +8.3% |
| YTD | +5.7% | +47.7% | -42.0% | -3.6% |
| 1Y | +8.6% | +66.5% | -58.0% | -3.9% |
| 3Y | +52.5% | +134.2% | -81.6% | +19.3% |
| 5Y | +67.1% | +231.6% | -164.5% | +8.4% |
| All | +67.1% | +229.6% | -162.5% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling