+252.1%
ROIV vs A
+56.6%
+195.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.0% | -1.2% | -3.1% |
| 7D | -2.4% | -5.2% | +2.8% | -0.4% |
| 30D | +3.1% | +1.4% | +1.6% | +2.5% |
| 3M | +5.8% | +21.9% | -16.1% | -2.3% |
| 6M | +29.3% | +46.7% | -17.3% | +9.9% |
| YTD | +68.8% | +27.2% | +41.6% | +51.4% |
| 1Y | +81.0% | +17.9% | +63.1% | +67.4% |
| 3Y | +294.6% | +61.1% | +233.5% | +212.3% |
| 5Y | +373.1% | +13.8% | +359.3% | +299.1% |
| All | +252.1% | +56.6% | +195.5% | +189.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling