+534.2%
WCC vs RVTY
+134.6%
+399.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | 0.0% |
| 7D | +6.8% | -5.4% | +12.2% | +9.8% |
| 30D | -3.0% | +6.7% | -9.8% | -6.5% |
| 3M | +0.2% | +19.0% | -18.8% | -9.4% |
| 6M | +33.2% | +34.6% | -1.5% | +11.7% |
| YTD | +45.8% | +28.3% | +17.5% | +24.4% |
| 1Y | +68.4% | +46.0% | +22.3% | +33.0% |
| 3Y | +131.1% | +16.9% | +114.2% | +98.6% |
| 5Y | +225.6% | -32.9% | +258.5% | +270.9% |
| 10Y | +534.2% | +141.6% | +392.5% | +247.3% |
| All | +534.2% | +134.6% | +399.6% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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