+87.6%
ROIV vs WTW
+3.8%
+83.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -4.7% |
| 7D | +9.2% | -2.3% | +11.5% | +8.8% |
| 30D | +19.9% | +10.7% | +9.2% | +22.1% |
| 3M | +10.6% | -3.1% | +13.7% | +10.1% |
| 6M | +36.1% | +31.7% | +4.4% | +41.6% |
| YTD | +84.3% | +1.1% | +83.2% | +85.1% |
| 1Y | +87.6% | +4.1% | +83.5% | +83.8% |
| All | +87.6% | +3.8% | +83.7% | +83.8% |
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