+411.6%
ROIV vs CDW
-10.5%
+422.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.3% |
| 7D | +5.3% | +2.1% | +3.3% | +4.9% |
| 30D | +11.9% | +14.7% | -2.9% | +9.0% |
| 3M | +10.7% | +11.1% | -0.4% | +7.8% |
| 6M | +34.9% | +45.6% | -10.7% | +21.8% |
| YTD | +79.2% | +17.1% | +62.1% | +68.9% |
| 1Y | +89.0% | +13.2% | +75.8% | +79.8% |
| 3Y | +337.3% | -22.2% | +359.5% | +352.5% |
| All | +411.6% | -10.5% | +422.0% | +378.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 5y: compounded portfolio wealth divided by compounded CDW 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…
5y analysis · Full analysis span regression · 6 months rolling