+355.1%
ROIV vs BBWI
-23.0%
+378.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +14.3% | -4.2% | +18.5% | +14.9% |
| 30D | +16.2% | +24.9% | -8.6% | +13.0% |
| 3M | +15.1% | +13.2% | +1.9% | +12.9% |
| 6M | +44.2% | +12.1% | +32.1% | +40.7% |
| YTD | +89.8% | +11.1% | +78.7% | +84.5% |
| 1Y | +94.6% | +0.7% | +93.9% | +90.5% |
| All | +355.1% | -23.0% | +378.2% | +339.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling