+296.1%
ROIV vs ARWR
-25.9%
+322.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +14.3% | -17.7% | +32.0% | +19.0% |
| 30D | +16.2% | -21.9% | +38.1% | +22.5% |
| 3M | +15.1% | -44.5% | +59.6% | +30.8% |
| 6M | +44.2% | -32.6% | +76.8% | +55.6% |
| YTD | +89.8% | -26.2% | +116.0% | +98.6% |
| 1Y | +94.6% | +23.0% | +71.6% | +77.2% |
| 3Y | +367.5% | +81.8% | +285.8% | +247.9% |
| 5Y | +421.4% | -36.0% | +457.4% | +326.3% |
| All | +296.1% | -25.9% | +322.0% | +231.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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