+229.2%
ROIV vs AU
+624.5%
-395.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.1% | +19.9% | +18.9% |
| 7D | +20.2% | -0.3% | +20.4% | +20.2% |
| 30D | +14.1% | +12.8% | +1.4% | +12.1% |
| 3M | +45.6% | +28.5% | +17.1% | +40.0% |
| 6M | +44.1% | +4.8% | +39.3% | +41.5% |
| YTD | +91.2% | +31.0% | +60.2% | +82.2% |
| 1Y | +221.3% | +81.4% | +139.9% | +194.0% |
| 3Y | +229.2% | +618.4% | -389.2% | +161.2% |
| All | +229.2% | +624.5% | -395.3% | +161.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling