+142.2%
WCC vs VSXY
+106.2%
+36.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.1% | -2.0% |
| 7D | +9.9% | -1.7% | +11.7% | +10.4% |
| 30D | -8.4% | +20.1% | -28.6% | -12.4% |
| 3M | -10.3% | +16.6% | -26.9% | -14.2% |
| 6M | -10.5% | +134.9% | -145.4% | -29.5% |
| YTD | +32.2% | +96.0% | -63.8% | +7.6% |
| 1Y | +25.5% | +203.8% | -178.2% | -9.2% |
| 3Y | +134.7% | +465.3% | -330.6% | +30.7% |
| All | +142.2% | +106.2% | +36.1% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling