+280.1%
ROIV vs A
+58.6%
+221.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.4% |
| 7D | +1.7% | -0.5% | +2.1% | +1.9% |
| 30D | +17.6% | 0.0% | +17.6% | +17.7% |
| 3M | +9.0% | +16.7% | -7.7% | +2.5% |
| 6M | +35.3% | +54.8% | -19.5% | +12.7% |
| YTD | +82.2% | +28.8% | +53.4% | +62.8% |
| 1Y | +92.3% | +19.3% | +72.9% | +77.1% |
| 3Y | +336.8% | +65.5% | +271.3% | +242.1% |
| 5Y | +370.6% | +12.1% | +358.5% | +296.5% |
| All | +280.1% | +58.6% | +221.5% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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