+231.6%
WCC vs RVTY
-32.1%
+263.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +3.6% |
| 7D | +8.5% | +0.4% | +8.1% | +8.2% |
| 30D | -1.0% | +10.8% | -11.8% | -5.7% |
| 3M | +2.1% | +26.8% | -24.7% | -9.3% |
| 6M | +36.8% | +39.3% | -2.5% | +15.4% |
| YTD | +47.7% | +31.6% | +16.1% | +26.9% |
| 1Y | +66.5% | +47.7% | +18.8% | +34.5% |
| 3Y | +134.2% | +19.9% | +114.2% | +103.1% |
| 5Y | +231.6% | -32.3% | +264.0% | +250.8% |
| All | +231.6% | -32.1% | +263.8% | +250.8% |
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 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