+411.6%
ROIV vs WY
-34.0%
+445.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.0% | +9.2% | +7.2% |
| 7D | +5.3% | +3.1% | +2.2% | +4.1% |
| 30D | +11.9% | +13.0% | -1.1% | +6.9% |
| 3M | +10.7% | -16.8% | +27.5% | +17.6% |
| 6M | +34.9% | -11.2% | +46.1% | +39.1% |
| YTD | +79.2% | -9.1% | +88.2% | +81.5% |
| 1Y | +89.0% | -4.8% | +93.8% | +87.3% |
| 3Y | +337.3% | -25.3% | +362.6% | +369.4% |
| All | +411.6% | -34.0% | +445.5% | +499.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling