+1,309.1%
WDC vs RSP
+203.7%
+1,105.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +2.5% |
| 7D | +7.5% | -1.8% | +9.3% | +10.3% |
| 30D | +10.1% | -2.5% | +12.6% | +14.0% |
| 3M | -6.8% | +3.0% | -9.8% | -11.2% |
| 6M | +84.1% | +8.9% | +75.2% | +62.8% |
| YTD | +180.3% | +13.0% | +167.3% | +136.2% |
| 1Y | +411.1% | +16.2% | +394.8% | +313.0% |
| 3Y | +1,375.0% | +52.7% | +1,322.3% | +713.1% |
| 5Y | +991.6% | +50.5% | +941.1% | +530.6% |
| 10Y | +1,309.1% | +209.8% | +1,099.2% | +229.0% |
| All | +1,309.1% | +203.7% | +1,105.4% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling