+250.4%
ROIV vs A
-12.8%
+263.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | +0.6% | -1.9% | +2.6% | +1.4% |
| 30D | +1.0% | +6.9% | -6.0% | -1.9% |
| 3M | +18.3% | +9.2% | +9.1% | +13.6% |
| 6M | +18.3% | +25.7% | -7.4% | +6.3% |
| YTD | +61.0% | +11.5% | +49.4% | +51.8% |
| 1Y | +177.9% | +18.4% | +159.5% | +154.0% |
| 3Y | +199.1% | +26.6% | +172.5% | +158.1% |
| All | +250.4% | -12.8% | +263.2% | +200.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling