+280.1%
ROIV vs AMCR
+2.6%
+277.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | -2.4% | +4.1% | +2.3% |
| 30D | +17.6% | +3.6% | +14.0% | +16.5% |
| 3M | +9.0% | -4.2% | +13.2% | +9.9% |
| 6M | +35.3% | +15.5% | +19.8% | +29.1% |
| YTD | +82.2% | +9.7% | +72.4% | +75.1% |
| 1Y | +92.3% | +8.3% | +84.0% | +85.4% |
| 3Y | +336.8% | +15.4% | +321.4% | +311.1% |
| 5Y | +370.6% | -9.1% | +379.7% | +376.8% |
| All | +280.1% | +2.6% | +277.5% | +287.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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