+68.4%
WCC vs RVTY
+43.7%
+24.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -0.5% |
| 7D | +6.8% | -5.4% | +12.2% | +8.7% |
| 30D | -3.0% | +6.7% | -9.8% | -5.2% |
| 3M | +0.2% | +19.0% | -18.8% | -6.3% |
| 6M | +33.2% | +34.6% | -1.5% | +16.5% |
| YTD | +45.8% | +28.3% | +17.5% | +27.6% |
| 1Y | +68.4% | +46.0% | +22.3% | +40.8% |
| All | +68.4% | +43.7% | +24.7% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling