+210.2%
ROIV vs WY
-9.3%
+219.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +22.3% | -1.7% | +24.0% | +22.3% |
| 30D | +16.9% | -9.9% | +26.7% | +17.0% |
| 3M | +43.9% | -7.5% | +51.4% | +44.5% |
| 6M | +41.6% | -5.1% | +46.7% | +41.8% |
| YTD | +92.7% | -2.1% | +94.8% | +92.8% |
| 1Y | +210.2% | -7.3% | +217.5% | +218.9% |
| All | +210.2% | -9.3% | +219.4% | +218.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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