+183.3%
ROIV vs AU
+72.0%
+111.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +16.9% | -4.3% | +21.1% | +17.6% |
| 30D | +12.9% | +7.3% | +5.6% | +11.5% |
| 3M | +37.3% | +26.3% | +11.0% | +31.5% |
| 6M | +38.0% | +1.8% | +36.2% | +35.3% |
| YTD | +88.1% | +26.8% | +61.3% | +81.5% |
| 1Y | +183.3% | +66.7% | +116.6% | +179.1% |
| All | +183.3% | +72.0% | +111.3% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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