+417.4%
WDC vs ROIV
+177.7%
+239.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.3% |
| 7D | +1.7% | +0.6% | +1.1% | +1.5% |
| 30D | -10.0% | +1.0% | -10.9% | -10.8% |
| 3M | -18.8% | +18.3% | -37.0% | -23.0% |
| 6M | +79.0% | +18.3% | +60.7% | +68.1% |
| YTD | +171.6% | +61.0% | +110.6% | +132.0% |
| 1Y | +417.4% | +177.9% | +239.5% | +371.1% |
| All | +417.4% | +177.7% | +239.7% | +371.1% |
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