+296.1%
ROIV vs ACI
+38.9%
+257.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +1.2% |
| 7D | +14.3% | -0.6% | +14.9% | +14.3% |
| 30D | +16.2% | +9.5% | +6.7% | +15.9% |
| 3M | +15.1% | +10.1% | +5.0% | +14.7% |
| 6M | +44.2% | -15.4% | +59.6% | +45.3% |
| YTD | +89.8% | -19.5% | +109.4% | +91.7% |
| 1Y | +94.6% | -21.0% | +115.5% | +96.7% |
| 3Y | +367.5% | -31.2% | +398.7% | +375.7% |
| 5Y | +421.4% | -40.6% | +462.0% | +428.2% |
| All | +296.1% | +38.9% | +257.2% | +292.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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