+440.1%
ROIV vs TPG
+71.4%
+368.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +2.0% | -0.8% |
| 7D | +19.0% | -11.8% | +30.8% | +23.7% |
| 30D | +16.1% | -6.3% | +22.4% | +18.0% |
| 3M | +44.1% | +13.6% | +30.5% | +36.4% |
| 6M | +37.8% | +13.8% | +24.0% | +29.8% |
| YTD | +88.7% | -23.7% | +112.4% | +103.0% |
| 1Y | +197.3% | -18.2% | +215.5% | +209.4% |
| 3Y | +224.9% | +80.1% | +144.8% | +130.4% |
| All | +440.1% | +71.4% | +368.7% | +233.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling