+280.1%
ROIV vs WING
+37.4%
+242.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +1.7% | -2.5% | +4.2% | +2.1% |
| 30D | +17.6% | +29.5% | -11.9% | +12.2% |
| 3M | +9.0% | +40.2% | -31.2% | +1.9% |
| 6M | +35.3% | +32.7% | +2.6% | +26.3% |
| YTD | +82.2% | -32.8% | +115.0% | +90.4% |
| 1Y | +92.3% | -31.7% | +124.0% | +99.5% |
| 3Y | +336.8% | -24.7% | +361.5% | +303.3% |
| 5Y | +370.6% | -0.5% | +371.1% | +233.5% |
| All | +280.1% | +37.4% | +242.7% | +169.4% |
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