+411.6%
ROIV vs BB
-20.8%
+432.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.4% | +1.8% | +5.4% |
| 7D | +5.3% | +3.8% | +1.5% | +4.7% |
| 30D | +11.9% | -0.3% | +12.2% | +11.6% |
| 3M | +10.7% | -0.5% | +11.2% | +10.1% |
| 6M | +34.9% | +45.9% | -11.0% | +23.1% |
| YTD | +79.2% | +130.6% | -51.4% | +48.7% |
| 1Y | +89.0% | +89.2% | -0.2% | +62.3% |
| 3Y | +337.3% | +137.5% | +199.8% | +237.0% |
| All | +411.6% | -20.8% | +432.4% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling