+252.1%
ROIV vs CDW
+27.9%
+224.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.1% | +1.9% | -3.1% |
| 7D | -2.4% | -4.1% | +1.7% | -1.8% |
| 30D | +3.1% | +16.7% | -13.7% | +0.3% |
| 3M | +5.8% | +13.6% | -7.8% | +2.8% |
| 6M | +29.3% | +17.0% | +12.3% | +23.0% |
| YTD | +68.8% | +18.1% | +50.6% | +59.5% |
| 1Y | +81.0% | +10.5% | +70.6% | +74.0% |
| 3Y | +294.6% | -20.9% | +315.5% | +304.9% |
| 5Y | +373.1% | -9.3% | +382.4% | +340.1% |
| All | +252.1% | +27.9% | +224.3% | +216.8% |
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