+470.8%
CAH vs ROIV
+276.5%
+194.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.1% |
| 7D | +3.5% | +1.7% | +1.8% | +3.4% |
| 30D | +13.5% | +17.6% | -4.1% | +12.8% |
| 3M | +21.8% | +9.0% | +12.9% | +21.3% |
| 6M | +51.5% | +35.3% | +16.2% | +49.5% |
| YTD | +38.1% | +82.2% | -44.1% | +34.4% |
| 1Y | +37.7% | +92.3% | -54.6% | +33.7% |
| 3Y | +179.6% | +336.8% | -157.2% | +162.3% |
| 5Y | +504.9% | +370.6% | +134.4% | +444.5% |
| All | +470.8% | +276.5% | +194.3% | +418.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling