+235.9%
ROIV vs WWD
+209.1%
+26.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | +0.6% | +1.3% | -0.7% | +0.3% |
| 30D | +1.0% | -7.2% | +8.1% | +2.9% |
| 3M | +18.3% | -3.8% | +22.1% | +19.0% |
| 6M | +18.3% | -9.9% | +28.2% | +20.8% |
| YTD | +61.0% | +14.8% | +46.1% | +54.1% |
| 1Y | +177.9% | +42.1% | +135.8% | +151.0% |
| 3Y | +199.1% | +170.8% | +28.3% | +126.0% |
| 5Y | +250.7% | +197.5% | +53.2% | +149.8% |
| All | +235.9% | +209.1% | +26.8% | +136.8% |
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