+207.7%
ROIV vs GWW
+30.4%
+177.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.7% | +21.4% | +19.0% |
| 7D | +20.2% | -1.5% | +21.7% | +20.2% |
| 30D | +14.1% | +1.1% | +13.0% | +13.6% |
| 3M | +45.6% | -1.0% | +46.6% | +44.7% |
| 6M | +44.1% | +16.3% | +27.8% | +36.0% |
| YTD | +91.2% | +28.5% | +62.6% | +75.6% |
| All | +207.7% | +30.4% | +177.3% | +186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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