+1,713.7%
WCC vs RVTY
+940.2%
+773.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.0% |
| 7D | +4.5% | +1.1% | +3.4% | +4.0% |
| 30D | -5.8% | +13.2% | -19.0% | -10.0% |
| 3M | -3.7% | +27.2% | -30.9% | -12.2% |
| 6M | +23.1% | +32.4% | -9.3% | +10.2% |
| YTD | +44.2% | +34.9% | +9.3% | +27.5% |
| 1Y | +62.1% | +52.4% | +9.7% | +36.8% |
| 3Y | +121.1% | +12.3% | +108.8% | +104.8% |
| 5Y | +214.0% | -30.8% | +244.8% | +239.0% |
| 10Y | +472.8% | +150.7% | +322.1% | +302.9% |
| All | +1,713.7% | +940.2% | +773.5% | +607.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling