+296.1%
ROIV vs WING
+46.3%
+249.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +2.0% |
| 7D | +14.3% | +5.0% | +9.3% | +13.4% |
| 30D | +16.2% | +38.7% | -22.5% | +9.6% |
| 3M | +15.1% | +44.7% | -29.6% | +7.1% |
| 6M | +44.2% | +31.5% | +12.7% | +35.0% |
| YTD | +89.8% | -28.4% | +118.2% | +96.4% |
| 1Y | +94.6% | -28.2% | +122.7% | +100.4% |
| 3Y | +367.5% | -18.4% | +386.0% | +325.1% |
| 5Y | +421.4% | +5.2% | +416.1% | +265.5% |
| All | +296.1% | +46.3% | +249.7% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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