+183.3%
ROIV vs WTW
-3.2%
+186.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +16.9% | -5.7% | +22.6% | +15.7% |
| 30D | +12.9% | -7.3% | +20.1% | +11.6% |
| 3M | +37.3% | +21.5% | +15.8% | +40.8% |
| 6M | +38.0% | +9.6% | +28.4% | +40.3% |
| YTD | +88.1% | -3.3% | +91.4% | +88.2% |
| 1Y | +183.3% | -6.1% | +189.4% | +180.8% |
| All | +183.3% | -3.2% | +186.4% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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