+235.9%
ROIV vs GWW
+249.3%
-13.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.4% |
| 7D | +0.6% | +1.4% | -0.8% | +0.4% |
| 30D | +1.0% | +3.3% | -2.3% | +0.4% |
| 3M | +18.3% | +2.9% | +15.4% | +17.4% |
| 6M | +18.3% | +15.8% | +2.5% | +14.9% |
| YTD | +61.0% | +32.0% | +28.9% | +52.5% |
| 1Y | +177.9% | +29.9% | +148.0% | +163.8% |
| 3Y | +199.1% | +91.1% | +108.0% | +174.6% |
| 5Y | +250.7% | +223.9% | +26.8% | +224.2% |
| All | +235.9% | +249.3% | -13.4% | +207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling