+335.8%
WST vs RVTY
+134.6%
+201.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.9% |
| 7D | -1.7% | -5.4% | +3.8% | +0.8% |
| 30D | -4.3% | +6.7% | -11.1% | -7.3% |
| 3M | +0.7% | +19.0% | -18.3% | -7.5% |
| 6M | +36.0% | +34.6% | +1.4% | +16.5% |
| YTD | +22.7% | +28.3% | -5.5% | +6.8% |
| 1Y | +34.1% | +46.0% | -11.9% | +9.3% |
| 3Y | -13.6% | +16.9% | -30.4% | -25.6% |
| 5Y | -26.0% | -32.9% | +6.9% | -15.9% |
| 10Y | +335.8% | +141.6% | +194.1% | +168.3% |
| All | +335.8% | +134.6% | +201.2% | +168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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