+221.3%
ROIV vs WAB
+47.5%
+173.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +0.6% | +18.2% | +18.6% |
| 7D | +20.2% | +1.7% | +18.5% | +19.5% |
| 30D | +14.1% | -2.4% | +16.6% | +15.0% |
| 3M | +45.6% | +9.7% | +35.9% | +39.6% |
| 6M | +44.1% | +16.5% | +27.6% | +34.0% |
| YTD | +91.2% | +33.7% | +57.4% | +70.4% |
| 1Y | +221.3% | +49.7% | +171.6% | +185.3% |
| All | +221.3% | +47.5% | +173.8% | +185.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling