+92.3%
ROIV vs AGI
-15.8%
+108.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +1.7% | -10.1% | +11.8% | +3.5% |
| 30D | +17.6% | -6.5% | +24.1% | +18.5% |
| 3M | +9.0% | -12.8% | +21.8% | +10.7% |
| 6M | +35.3% | -34.3% | +69.6% | +44.4% |
| YTD | +82.2% | -25.6% | +107.8% | +82.6% |
| 1Y | +92.3% | -14.2% | +106.5% | +90.9% |
| All | +92.3% | -15.8% | +108.1% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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