+92.4%
ROIV vs WWD
+27.2%
+65.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.6% |
| 7D | +3.0% | +7.3% | -4.3% | +0.9% |
| 30D | +6.8% | -2.0% | +8.8% | +7.3% |
| 3M | +10.5% | -12.6% | +23.1% | +14.7% |
| 6M | +34.8% | -8.4% | +43.2% | +36.5% |
| YTD | +76.2% | +8.2% | +67.9% | +70.5% |
| 1Y | +92.4% | +26.5% | +65.9% | +77.6% |
| All | +92.4% | +27.2% | +65.2% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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