+18,229.0%
WDC vs TRV
+6,550.0%
+11,679.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.6% |
| 7D | +6.0% | +0.5% | +5.5% | +5.6% |
| 30D | +9.9% | -4.9% | +14.8% | +12.4% |
| 3M | -9.4% | +23.7% | -33.1% | -20.3% |
| 6M | +94.7% | +20.3% | +74.4% | +72.3% |
| YTD | +177.4% | +27.1% | +150.3% | +137.3% |
| 1Y | +412.6% | +35.3% | +377.2% | +320.8% |
| 3Y | +1,359.8% | +139.8% | +1,220.0% | +756.0% |
| 5Y | +992.6% | +153.9% | +838.7% | +513.2% |
| 10Y | +1,245.5% | +285.9% | +959.7% | +502.6% |
| All | +18,229.0% | +6,550.0% | +11,679.0% | +2,062.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling