+284.5%
ROIV vs A
+57.7%
+226.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -3.6% |
| 7D | +9.2% | +0.7% | +8.5% | +9.0% |
| 30D | +19.9% | +0.8% | +19.1% | +19.6% |
| 3M | +10.6% | +16.9% | -6.3% | +3.9% |
| 6M | +36.1% | +53.8% | -17.7% | +13.7% |
| YTD | +84.3% | +28.1% | +56.2% | +65.0% |
| 1Y | +87.6% | +15.0% | +72.5% | +75.5% |
| 3Y | +353.9% | +63.1% | +290.8% | +257.6% |
| 5Y | +376.1% | +11.5% | +364.6% | +302.0% |
| All | +284.5% | +57.7% | +226.8% | +215.2% |
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