+221.3%
ROIV vs WCC
+64.4%
+156.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +2.5% | +16.3% | +18.1% |
| 7D | +20.2% | +8.5% | +11.7% | +17.8% |
| 30D | +14.1% | -1.0% | +15.1% | +14.2% |
| 3M | +45.6% | +2.1% | +43.5% | +43.7% |
| 6M | +44.1% | +36.8% | +7.3% | +31.8% |
| YTD | +91.2% | +47.7% | +43.4% | +72.5% |
| 1Y | +221.3% | +66.5% | +154.8% | +182.6% |
| All | +221.3% | +64.4% | +156.9% | +182.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WCC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling