+133.9%
WCC vs VSXY
+352.7%
-218.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.7% | +3.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | -2.1% | -18.7% | +16.5% | +1.3% |
| 3M | +3.8% | -4.0% | +7.8% | +3.7% |
| 6M | +35.0% | +67.5% | -32.5% | +18.4% |
| YTD | +46.4% | +39.7% | +6.7% | +32.2% |
| 1Y | +63.0% | +180.0% | -117.0% | +26.3% |
| 3Y | +133.9% | +337.3% | -203.3% | +66.4% |
| All | +133.9% | +352.7% | -218.8% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling