+273.8%
ROIV vs A
+59.3%
+214.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +5.5% |
| 7D | +5.3% | -0.1% | +5.4% | +5.4% |
| 30D | +11.9% | +3.4% | +8.5% | +10.6% |
| 3M | +10.7% | +23.8% | -13.1% | +1.7% |
| 6M | +34.9% | +49.0% | -14.1% | +14.0% |
| YTD | +79.2% | +29.4% | +49.8% | +59.8% |
| 1Y | +89.0% | +19.4% | +69.6% | +74.0% |
| 3Y | +337.3% | +66.2% | +271.2% | +242.0% |
| 5Y | +402.3% | +15.8% | +386.5% | +321.1% |
| All | +273.8% | +59.3% | +214.5% | +205.2% |
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