+221.3%
ROIV vs WU
-11.3%
+232.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.5% | +21.3% | +19.1% |
| 7D | +20.2% | -0.8% | +21.0% | +20.1% |
| 30D | +14.1% | -1.1% | +15.3% | +14.1% |
| 3M | +45.6% | -1.8% | +47.4% | +43.6% |
| 6M | +44.1% | -23.9% | +68.0% | +49.0% |
| YTD | +91.2% | -20.4% | +111.6% | +97.8% |
| 1Y | +221.3% | -10.6% | +231.9% | +238.9% |
| All | +221.3% | -11.3% | +232.6% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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