+273.8%
ROIV vs CDW
+26.7%
+247.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.2% |
| 3M | +10.7% | +11.1% | -0.4% | +7.9% |
| 6M | +34.9% | +45.6% | -10.7% | +22.8% |
| YTD | +79.2% | +17.1% | +62.1% | +69.6% |
| 1Y | +89.0% | +13.2% | +75.8% | +80.4% |
| 3Y | +337.3% | -22.2% | +359.5% | +350.5% |
| 5Y | +402.3% | -10.1% | +412.4% | +367.9% |
| All | +273.8% | +26.7% | +247.1% | +236.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling