+100.2%
ROIV vs IWD
+30.1%
+70.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.2% |
| 7D | +9.5% | -0.6% | +10.0% | +10.1% |
| 30D | +21.0% | +3.6% | +17.4% | +17.3% |
| 3M | +18.7% | +2.7% | +16.1% | +15.8% |
| 6M | +44.5% | +13.2% | +31.3% | +24.5% |
| YTD | +92.9% | +26.8% | +66.1% | +49.0% |
| 1Y | +100.2% | +29.3% | +71.0% | +51.5% |
| All | +100.2% | +30.1% | +70.2% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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