+362.4%
ROIV vs A
+67.3%
+295.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +9.5% | -0.1% | +9.6% | +9.6% |
| 30D | +21.0% | +3.3% | +17.7% | +19.8% |
| 3M | +18.7% | +18.5% | +0.2% | +11.9% |
| 6M | +44.5% | +59.3% | -14.8% | +21.1% |
| YTD | +92.9% | +31.0% | +61.8% | +73.6% |
| 1Y | +100.2% | +19.3% | +80.9% | +87.1% |
| All | +362.4% | +67.3% | +295.1% | +308.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling