+92.4%
ROIV vs AR
+14.7%
+77.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.3% | +12.3% | +4.9% |
| 7D | +3.0% | -11.1% | +14.1% | +1.1% |
| 30D | +6.8% | +7.9% | -1.1% | +8.2% |
| 3M | +10.5% | +4.9% | +5.6% | +11.7% |
| 6M | +34.8% | -5.3% | +40.1% | +34.8% |
| YTD | +76.2% | +8.6% | +67.6% | +76.4% |
| 1Y | +92.4% | +13.7% | +78.7% | +90.5% |
| All | +92.4% | +14.7% | +77.7% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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