+143.9%
WCC vs RVTY
-6.1%
+150.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.6% | +4.5% | +6.5% |
| 7D | -5.7% | +6.0% | -11.7% | -7.8% |
| 30D | -13.5% | +4.3% | -17.7% | -14.7% |
| 3M | -12.9% | +40.2% | -53.1% | -25.5% |
| 6M | -10.7% | +59.3% | -70.0% | -28.8% |
| YTD | +30.0% | +66.5% | -36.5% | +0.1% |
| 1Y | +24.7% | +77.5% | -52.8% | -7.0% |
| 3Y | +136.6% | +92.5% | +44.1% | +66.8% |
| 5Y | +143.9% | -6.8% | +150.7% | +131.5% |
| All | +143.9% | -6.1% | +150.0% | +131.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling