+273.8%
ROIV vs WCN
+92.9%
+180.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.5% | +6.5% |
| 7D | +5.3% | +2.9% | +2.4% | +4.6% |
| 30D | +11.9% | +22.1% | -10.2% | +6.0% |
| 3M | +10.7% | +13.2% | -2.5% | +6.9% |
| 6M | +34.9% | +23.7% | +11.2% | +26.4% |
| YTD | +79.2% | +8.7% | +70.4% | +74.1% |
| 1Y | +89.0% | +15.3% | +73.7% | +79.8% |
| 3Y | +337.3% | +46.0% | +291.3% | +274.6% |
| 5Y | +402.3% | +45.9% | +356.4% | +315.6% |
| All | +273.8% | +92.9% | +180.9% | +193.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling