+389.2%
ROIV vs WU
-43.8%
+433.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.5% | -1.5% |
| 7D | +1.7% | -2.0% | +3.7% | +2.1% |
| 30D | +17.6% | +11.4% | +6.2% | +14.3% |
| 3M | +9.0% | -6.8% | +15.8% | +10.4% |
| 6M | +35.3% | -14.6% | +49.9% | +39.1% |
| YTD | +82.2% | -20.6% | +102.8% | +90.5% |
| 1Y | +92.3% | -15.4% | +107.6% | +97.5% |
| 3Y | +336.8% | -23.6% | +360.4% | +351.3% |
| All | +389.2% | -43.8% | +433.0% | +422.8% |
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