+291.1%
ROIV vs WCN
+93.9%
+197.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.5% |
| 7D | +13.3% | +1.2% | +12.1% | +13.0% |
| 30D | +14.8% | +24.6% | -9.8% | +8.2% |
| 3M | +11.9% | +14.2% | -2.3% | +7.8% |
| 6M | +42.4% | +25.7% | +16.7% | +32.8% |
| YTD | +87.4% | +9.3% | +78.1% | +81.9% |
| 1Y | +97.2% | +15.3% | +81.9% | +87.8% |
| 3Y | +375.7% | +48.6% | +327.1% | +305.0% |
| 5Y | +379.0% | +46.9% | +332.1% | +295.9% |
| All | +291.1% | +93.9% | +197.1% | +206.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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