+92.1%
ROIV vs AME
+21.9%
+70.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +2.9% |
| 7D | +13.3% | -1.5% | +14.8% | +13.3% |
| 30D | +14.8% | -4.2% | +18.9% | +15.9% |
| 3M | +11.9% | -5.9% | +17.9% | +14.0% |
| 6M | +42.4% | +2.8% | +39.6% | +38.2% |
| YTD | +87.4% | +16.6% | +70.9% | +74.8% |
| All | +92.1% | +21.9% | +70.3% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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