+411.6%
ROIV vs GWW
+217.3%
+194.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.3% |
| 7D | +5.3% | +6.0% | -0.7% | +4.1% |
| 30D | +11.9% | +14.0% | -2.1% | +9.0% |
| 3M | +10.7% | +12.5% | -1.8% | +7.9% |
| 6M | +34.9% | +23.6% | +11.3% | +28.2% |
| YTD | +79.2% | +43.6% | +35.6% | +64.2% |
| 1Y | +89.0% | +52.5% | +36.5% | +70.8% |
| 3Y | +337.3% | +92.6% | +244.8% | +283.1% |
| All | +411.6% | +217.3% | +194.3% | +319.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling