+2,926.4%
V vs WCC
+921.5%
+2,004.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.8% | -2.1% |
| 7D | -1.7% | +4.5% | -6.2% | -3.0% |
| 30D | +2.0% | -5.8% | +7.8% | +3.4% |
| 3M | +17.4% | -3.7% | +21.0% | +17.1% |
| 6M | +17.5% | +23.1% | -5.6% | +7.7% |
| YTD | +7.6% | +44.2% | -36.6% | -6.4% |
| 1Y | +7.7% | +62.1% | -54.4% | -10.3% |
| 3Y | +54.7% | +121.1% | -66.5% | +9.3% |
| 5Y | +73.0% | +214.0% | -140.9% | +2.8% |
| 10Y | +390.9% | +472.8% | -81.9% | +103.1% |
| All | +2,926.4% | +921.5% | +2,004.9% | +786.7% |
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