+567.0%
WDC vs ROIV
+380.3%
+186.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.8% |
| 7D | +12.1% | +1.7% | +10.4% | +11.8% |
| 30D | -18.8% | +17.6% | -36.4% | -21.2% |
| 3M | -39.3% | +9.0% | -48.3% | -40.5% |
| 6M | -40.1% | +35.3% | -75.4% | -43.7% |
| YTD | +71.8% | +82.2% | -10.4% | +52.9% |
| 1Y | +88.5% | +92.3% | -3.8% | +65.9% |
| 3Y | +770.0% | +336.8% | +433.2% | +570.3% |
| All | +567.0% | +380.3% | +186.7% | +329.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling