+113.2%
WDC vs ROIV
+97.8%
+15.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.1% | -12.8% | -8.9% |
| 7D | -18.3% | +3.0% | -21.3% | -19.2% |
| 30D | -26.7% | +6.8% | -33.5% | -28.4% |
| 3M | -40.9% | +10.5% | -51.5% | -43.8% |
| 6M | -26.8% | +34.8% | -61.6% | -35.4% |
| YTD | +88.2% | +76.2% | +12.0% | +49.0% |
| 1Y | +113.2% | +92.4% | +20.8% | +56.4% |
| All | +113.2% | +97.8% | +15.4% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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