+316.5%
ROIV vs WTW
+50.6%
+265.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.8% | +21.6% | +19.4% |
| 7D | +20.2% | -2.7% | +22.9% | +20.8% |
| 30D | +14.1% | -5.6% | +19.8% | +15.6% |
| 3M | +45.6% | +26.5% | +19.1% | +35.5% |
| 6M | +44.1% | +8.1% | +36.0% | +40.0% |
| YTD | +91.2% | -0.3% | +91.5% | +89.4% |
| 1Y | +221.3% | -0.9% | +222.2% | +218.4% |
| 3Y | +229.2% | +66.6% | +162.6% | +145.5% |
| All | +316.5% | +50.6% | +265.9% | +210.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling