+263.0%
WCC vs VSXY
+42.7%
+220.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.9% | -1.4% | +1.6% |
| 7D | +8.5% | -6.8% | +15.3% | +9.8% |
| 30D | -1.0% | -20.4% | +19.4% | +3.5% |
| 3M | +2.1% | +2.9% | -0.8% | +0.5% |
| 6M | +36.8% | +67.9% | -31.1% | +17.6% |
| YTD | +47.7% | +44.9% | +2.9% | +30.4% |
| 1Y | +66.5% | +205.9% | -139.4% | +21.7% |
| 3Y | +134.2% | +373.9% | -239.7% | +39.9% |
| 5Y | +231.6% | +23.5% | +208.2% | +161.8% |
| All | +263.0% | +42.7% | +220.3% | +180.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling