+89.0%
ROIV vs ADVB
-77.7%
+166.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.2% | +2.0% | +6.2% |
| 7D | +5.3% | -13.9% | +19.3% | +5.3% |
| 30D | +11.9% | -68.1% | +80.0% | +11.2% |
| 3M | +10.7% | -73.4% | +84.1% | +10.0% |
| 6M | +34.9% | -70.8% | +105.7% | +34.5% |
| YTD | +79.2% | -66.1% | +145.3% | +78.0% |
| 1Y | +89.0% | -77.5% | +166.5% | +92.8% |
| All | +89.0% | -77.7% | +166.7% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling