+302.8%
ROIV vs AHR
+406.6%
-103.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +9.5% | +5.1% | +4.4% | +8.6% |
| 30D | +21.0% | +12.8% | +8.2% | +18.7% |
| 3M | +18.7% | +13.0% | +5.8% | +16.4% |
| 6M | +44.5% | +18.7% | +25.8% | +40.2% |
| YTD | +92.9% | +27.8% | +65.1% | +84.8% |
| 1Y | +100.2% | +22.9% | +77.3% | +92.9% |
| All | +302.8% | +406.6% | -103.8% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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