+47.1%
ROIV vs AAOX
-93.2%
+140.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -11.1% | +9.9% | -0.9% |
| 7D | +1.7% | -3.6% | +5.3% | +1.6% |
| 30D | +17.6% | -72.9% | +90.5% | +19.4% |
| 3M | +9.0% | -90.7% | +99.7% | +11.4% |
| 6M | +35.3% | -98.2% | +133.5% | +35.6% |
| All | +47.1% | -93.2% | +140.4% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 10y: compounded portfolio wealth divided by compounded AAOX 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…
10y analysis · Full analysis span regression · 6 months rolling