+316.5%
ROIV vs WSM
+189.5%
+127.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +0.2% | +18.6% | +18.7% |
| 7D | +20.2% | +2.6% | +17.6% | +19.4% |
| 30D | +14.1% | -9.5% | +23.7% | +17.2% |
| 3M | +45.6% | +12.9% | +32.7% | +40.7% |
| 6M | +44.1% | +23.0% | +21.1% | +35.9% |
| YTD | +91.2% | +28.9% | +62.2% | +77.6% |
| 1Y | +221.3% | +13.7% | +207.6% | +207.3% |
| 3Y | +229.2% | +232.6% | -3.4% | +114.6% |
| 5Y | +316.5% | +185.9% | +130.6% | +152.9% |
| All | +316.5% | +189.5% | +127.0% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 5y: compounded portfolio wealth divided by compounded WSM 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…
5y analysis · Full analysis span regression · 6 months rolling