+221.3%
ROIV vs WCN
-8.2%
+229.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.0% | +19.8% | +18.7% |
| 7D | +20.2% | -0.4% | +20.6% | +20.1% |
| 30D | +14.1% | -2.1% | +16.3% | +14.1% |
| 3M | +45.6% | +6.4% | +39.2% | +44.4% |
| 6M | +44.1% | -3.7% | +47.8% | +44.2% |
| YTD | +91.2% | -6.4% | +97.5% | +92.5% |
| 1Y | +221.3% | -7.9% | +229.2% | +222.9% |
| All | +221.3% | -8.2% | +229.5% | +222.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling