+291.1%
ROIV vs AEIS
+124.5%
+166.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.3% | -6.7% | +1.8% |
| 7D | +13.3% | +1.0% | +12.3% | +12.2% |
| 30D | +14.8% | -24.0% | +38.8% | +21.5% |
| 3M | +11.9% | -32.5% | +44.4% | +21.2% |
| 6M | +42.4% | -38.6% | +81.0% | +54.9% |
| YTD | +87.4% | +4.8% | +82.6% | +72.1% |
| 1Y | +97.2% | +1.3% | +95.9% | +82.4% |
| 3Y | +375.7% | +159.2% | +216.4% | +216.1% |
| 5Y | +379.0% | +140.8% | +238.2% | +209.8% |
| All | +291.1% | +124.5% | +166.6% | +149.7% |
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