+34.8%
ROIV vs ACWI
+5.4%
+29.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +4.6% |
| 7D | +3.0% | -0.5% | +3.5% | +3.3% |
| 30D | +6.8% | -1.6% | +8.5% | +8.1% |
| 3M | +10.5% | -1.3% | +11.9% | +11.4% |
| 6M | +34.8% | +5.8% | +29.0% | +22.4% |
| All | +34.8% | +5.4% | +29.4% | +22.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling