+362.4%
ROIV vs WCC
+138.4%
+224.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.7% | +0.8% |
| 7D | +9.5% | +3.3% | +6.1% | +8.5% |
| 30D | +21.0% | -9.4% | +30.4% | +23.1% |
| 3M | +18.7% | -10.5% | +29.2% | +20.8% |
| 6M | +44.5% | -10.4% | +54.9% | +46.0% |
| YTD | +92.9% | +34.4% | +58.4% | +75.6% |
| 1Y | +100.2% | +27.7% | +72.6% | +84.2% |
| All | +362.4% | +138.4% | +224.0% | +218.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling