+3,306.4%
V vs WCC
+821.2%
+2,485.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.1% | -8.2% | -2.4% |
| 7D | -0.8% | -5.7% | +4.9% | +0.3% |
| 30D | +9.5% | -13.5% | +23.0% | +13.0% |
| 3M | +16.7% | -12.9% | +29.5% | +19.4% |
| 6M | +32.9% | -10.7% | +43.6% | +33.4% |
| YTD | +21.1% | +30.0% | -8.9% | +7.1% |
| 1Y | +26.6% | +24.7% | +1.9% | +13.2% |
| 3Y | +78.4% | +136.6% | -58.2% | +21.8% |
| 5Y | +105.5% | +143.9% | -38.4% | +30.8% |
| 10Y | +444.2% | +465.9% | -21.7% | +122.1% |
| All | +3,306.4% | +821.2% | +2,485.2% | +915.0% |
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