+252.1%
ROIV vs WWD
+174.0%
+78.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.0% | +1.8% | -2.7% |
| 7D | -2.4% | -2.6% | +0.2% | -1.9% |
| 30D | +3.1% | -7.7% | +10.8% | +5.0% |
| 3M | +5.8% | -17.7% | +23.6% | +11.0% |
| 6M | +29.3% | -15.9% | +45.2% | +34.3% |
| YTD | +68.8% | +1.8% | +67.0% | +66.1% |
| 1Y | +81.0% | +17.4% | +63.6% | +71.4% |
| 3Y | +294.6% | +137.1% | +157.5% | +207.9% |
| 5Y | +373.1% | +162.4% | +210.7% | +246.7% |
| All | +252.1% | +174.0% | +78.2% | +155.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling