+411.6%
ROIV vs WU
-42.0%
+453.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.2% | +6.6% |
| 7D | +5.3% | +11.7% | -6.4% | +2.4% |
| 30D | +11.9% | +12.6% | -0.7% | +8.5% |
| 3M | +10.7% | -0.5% | +11.2% | +10.3% |
| 6M | +34.9% | -18.2% | +53.1% | +40.4% |
| YTD | +79.2% | -19.0% | +98.2% | +86.4% |
| 1Y | +89.0% | -16.7% | +105.7% | +95.0% |
| 3Y | +337.3% | -21.0% | +358.4% | +348.0% |
| All | +411.6% | -42.0% | +453.6% | +456.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling