+263.2%
ROIV vs WTW
+60.9%
+202.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +0.8% |
| 7D | +22.3% | -7.1% | +29.4% | +22.4% |
| 30D | +16.9% | -8.5% | +25.4% | +17.0% |
| 3M | +43.9% | +20.6% | +23.4% | +42.1% |
| 6M | +41.6% | +7.2% | +34.4% | +41.1% |
| YTD | +92.7% | -3.9% | +96.5% | +93.7% |
| 1Y | +210.2% | -3.6% | +213.8% | +211.0% |
| All | +263.2% | +60.9% | +202.3% | +256.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling