+296.1%
ROIV vs WCC
+367.6%
-71.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +14.3% | -9.9% | +24.2% | +16.4% |
| 30D | +16.2% | -13.4% | +29.6% | +19.2% |
| 3M | +15.1% | -13.5% | +28.6% | +17.8% |
| 6M | +44.2% | -10.6% | +54.8% | +45.8% |
| YTD | +89.8% | +30.1% | +59.7% | +76.6% |
| 1Y | +94.6% | +22.3% | +72.2% | +83.0% |
| 3Y | +367.5% | +130.3% | +237.3% | +275.0% |
| 5Y | +421.4% | +144.5% | +276.9% | +307.4% |
| All | +296.1% | +367.6% | -71.6% | +211.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling