+1,110.5%
WDC vs ROIV
+295.0%
+815.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +18.8% | -16.6% | -1.2% |
| 7D | +6.0% | +20.2% | -14.2% | +2.4% |
| 30D | +9.9% | +14.1% | -4.2% | +7.0% |
| 3M | -9.4% | +45.6% | -55.0% | -15.4% |
| 6M | +94.7% | +44.1% | +50.6% | +81.7% |
| YTD | +177.4% | +91.2% | +86.2% | +146.7% |
| 1Y | +412.6% | +221.3% | +191.3% | +320.0% |
| 3Y | +1,359.8% | +229.2% | +1,130.6% | +1,072.6% |
| 5Y | +992.6% | +316.5% | +676.1% | +667.2% |
| All | +1,110.5% | +295.0% | +815.5% | +760.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling