+337.3%
ROIV vs A
+64.2%
+273.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +5.6% |
| 7D | +5.3% | -0.1% | +5.4% | +5.4% |
| 30D | +11.9% | +3.4% | +8.5% | +10.7% |
| 3M | +10.7% | +23.8% | -13.1% | +2.6% |
| 6M | +34.9% | +49.0% | -14.1% | +15.7% |
| YTD | +79.2% | +29.4% | +49.8% | +61.7% |
| 1Y | +89.0% | +19.4% | +69.6% | +76.2% |
| 3Y | +337.3% | +66.2% | +271.2% | +271.5% |
| All | +337.3% | +64.2% | +273.1% | +271.5% |
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