+146.2%
B vs ROIV
+433.0%
-286.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +3.8% |
| 7D | +11.3% | +13.3% | -2.0% | +10.2% |
| 30D | +2.9% | +14.8% | -11.8% | +1.8% |
| 3M | -2.9% | +11.9% | -14.8% | -3.9% |
| 6M | -1.2% | +42.4% | -43.6% | -4.1% |
| YTD | -1.3% | +87.4% | -88.8% | -6.1% |
| 1Y | +30.4% | +97.2% | -66.8% | +23.8% |
| 3Y | +195.3% | +375.7% | -180.4% | +167.9% |
| 5Y | +146.2% | +379.0% | -232.8% | +114.2% |
| All | +146.2% | +433.0% | -286.8% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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