+280.1%
ROIV vs WCN
+97.9%
+182.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | +2.6% | -0.9% | +1.0% |
| 30D | +17.6% | +23.9% | -6.4% | +11.0% |
| 3M | +9.0% | +17.4% | -8.5% | +4.2% |
| 6M | +35.3% | +28.0% | +7.3% | +25.6% |
| YTD | +82.2% | +11.6% | +70.6% | +75.9% |
| 1Y | +92.3% | +16.9% | +75.4% | +82.6% |
| 3Y | +336.8% | +51.6% | +285.2% | +270.1% |
| 5Y | +370.6% | +48.0% | +322.6% | +286.9% |
| All | +280.1% | +97.9% | +182.2% | +196.0% |
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