+1,256.8%
WDC vs ROIV
+200.3%
+1,056.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.4% |
| 7D | +1.7% | +0.6% | +1.1% | +1.6% |
| 30D | -10.0% | +1.0% | -10.9% | -10.6% |
| 3M | -18.8% | +18.3% | -37.0% | -23.0% |
| 6M | +79.0% | +18.3% | +60.7% | +68.5% |
| YTD | +171.6% | +61.0% | +110.6% | +131.6% |
| 1Y | +417.4% | +177.9% | +239.5% | +274.5% |
| All | +1,256.8% | +200.3% | +1,056.5% | +814.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling