+263.2%
ROIV vs TPG
+86.5%
+176.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.7% | +1.7% |
| 7D | +22.3% | -6.5% | +28.8% | +24.1% |
| 30D | +16.9% | +0.1% | +16.8% | +16.3% |
| 3M | +43.9% | +14.5% | +29.4% | +37.8% |
| 6M | +41.6% | +17.3% | +24.3% | +34.2% |
| YTD | +92.7% | -20.5% | +113.2% | +101.8% |
| 1Y | +210.2% | -13.2% | +223.4% | +214.8% |
| All | +263.2% | +86.5% | +176.8% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 3y: compounded portfolio wealth divided by compounded TPG 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…
3y analysis · Full analysis span regression · 6 months rolling