+291.1%
ROIV vs BBWI
-23.3%
+314.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.7% | +4.3% |
| 7D | +13.3% | -6.2% | +19.5% | +14.3% |
| 30D | +14.8% | +25.5% | -10.7% | +11.0% |
| 3M | +11.9% | +8.0% | +3.9% | +10.1% |
| 6M | +42.4% | +12.7% | +29.7% | +38.4% |
| YTD | +87.4% | +11.6% | +75.8% | +81.2% |
| 1Y | +97.2% | -0.9% | +98.1% | +92.7% |
| 3Y | +375.7% | -22.7% | +398.4% | +366.1% |
| 5Y | +379.0% | -67.2% | +446.2% | +384.4% |
| All | +291.1% | -23.3% | +314.4% | +290.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling