+84.7%
WDC vs ROIV
+96.8%
-12.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +7.7% |
| 7D | -3.2% | +9.5% | -12.7% | -6.2% |
| 30D | -19.0% | +21.0% | -40.0% | -24.2% |
| 3M | -28.4% | +18.7% | -47.2% | -33.2% |
| 6M | -39.2% | +44.5% | -83.7% | -47.3% |
| YTD | +82.1% | +92.9% | -10.8% | +41.6% |
| 1Y | +84.7% | +100.2% | -15.6% | +41.0% |
| All | +84.7% | +96.8% | -12.1% | +41.0% |
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