+100.2%
ROIV vs BBWI
+1.6%
+98.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | +9.5% | -7.7% | +17.2% | +10.4% |
| 30D | +21.0% | +24.8% | -3.8% | +18.4% |
| 3M | +18.7% | +16.2% | +2.5% | +16.5% |
| 6M | +44.5% | +15.8% | +28.7% | +40.7% |
| YTD | +92.9% | +11.4% | +81.4% | +88.8% |
| 1Y | +100.2% | +3.2% | +97.0% | +96.2% |
| All | +100.2% | +1.6% | +98.7% | +96.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling