+252.1%
ROIV vs WCC
+323.0%
-70.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -9.6% | +5.3% | -2.2% |
| 7D | -2.4% | -21.9% | +19.5% | +2.4% |
| 30D | +3.1% | -25.4% | +28.5% | +9.0% |
| 3M | +5.8% | -23.1% | +28.9% | +10.9% |
| 6M | +29.3% | -18.1% | +47.4% | +33.1% |
| YTD | +68.8% | +17.7% | +51.1% | +60.3% |
| 1Y | +81.0% | +12.4% | +68.6% | +73.3% |
| 3Y | +294.6% | +105.9% | +188.7% | +223.9% |
| 5Y | +373.1% | +116.8% | +256.3% | +277.0% |
| All | +252.1% | +323.0% | -70.9% | +182.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling