+92.1%
ROIV vs WCC
+23.3%
+68.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.1% | -3.5% | +2.7% |
| 7D | +13.3% | -5.7% | +19.0% | +14.0% |
| 30D | +14.8% | -13.5% | +28.2% | +17.7% |
| 3M | +11.9% | -12.9% | +24.8% | +14.2% |
| 6M | +42.4% | -10.7% | +53.1% | +42.8% |
| YTD | +87.4% | +30.0% | +57.4% | +74.4% |
| All | +92.1% | +23.3% | +68.8% | +76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling