+634.9%
WDC vs ROIV
+287.3%
+347.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +4.6% | +5.3% | +9.0% |
| 7D | -14.4% | +13.3% | -27.7% | -16.3% |
| 30D | -27.1% | +14.8% | -41.8% | -28.8% |
| 3M | -33.3% | +11.9% | -45.2% | -34.8% |
| 6M | -39.6% | +42.4% | -82.0% | -43.5% |
| YTD | +68.4% | +87.4% | -19.0% | +50.3% |
| 1Y | +78.2% | +97.2% | -19.1% | +57.6% |
| 3Y | +772.0% | +375.7% | +396.3% | +577.0% |
| 5Y | +584.9% | +379.0% | +205.9% | +366.6% |
| All | +634.9% | +287.3% | +347.6% | +423.9% |
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