+92.1%
ROIV vs ACWI
+12.9%
+79.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +1.8% |
| 7D | +13.3% | +0.3% | +13.0% | +13.0% |
| 30D | +14.8% | -2.8% | +17.6% | +18.3% |
| 3M | +11.9% | -3.2% | +15.1% | +15.6% |
| 6M | +42.4% | +1.3% | +41.1% | +38.8% |
| YTD | +87.4% | +11.2% | +76.2% | +65.5% |
| All | +92.1% | +12.9% | +79.3% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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