+367.5%
ROIV vs BAH
-25.7%
+393.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +1.2% |
| 7D | +14.3% | +0.5% | +13.8% | +14.2% |
| 30D | +16.2% | +18.2% | -2.0% | +14.2% |
| 3M | +15.1% | +13.1% | +2.0% | +13.6% |
| 6M | +44.2% | +15.2% | +29.0% | +41.9% |
| YTD | +89.8% | +6.0% | +83.8% | +87.9% |
| 1Y | +94.6% | +3.1% | +91.5% | +92.9% |
| 3Y | +367.5% | -26.2% | +393.7% | +375.1% |
| All | +367.5% | -25.7% | +393.2% | +375.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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