+13.6%
WFC vs ROIV
+221.6%
-208.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +18.8% | -21.0% | -3.6% |
| 7D | +1.1% | +20.2% | -19.1% | -0.4% |
| 30D | +0.8% | +14.1% | -13.3% | -0.2% |
| 3M | +9.3% | +45.6% | -36.3% | +4.7% |
| 6M | +10.6% | +44.1% | -33.5% | +5.7% |
| YTD | -4.1% | +91.2% | -95.2% | -11.9% |
| 1Y | +13.6% | +221.3% | -207.7% | -2.1% |
| All | +13.6% | +221.6% | -208.0% | -2.1% |
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 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