+298.8%
ROIV vs AEIS
+195.5%
+103.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +2.8% | +16.0% | +18.0% |
| 7D | +20.2% | +8.1% | +12.0% | +17.9% |
| 30D | +14.1% | -11.1% | +25.3% | +17.2% |
| 3M | +45.6% | -5.6% | +51.2% | +44.6% |
| 6M | +44.1% | -0.6% | +44.8% | +38.8% |
| YTD | +91.2% | +38.0% | +53.1% | +66.5% |
| 1Y | +221.3% | +87.2% | +134.1% | +152.8% |
| 3Y | +229.2% | +179.7% | +49.5% | +120.0% |
| 5Y | +316.5% | +241.7% | +74.7% | +154.8% |
| All | +298.8% | +195.5% | +103.3% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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