+250.4%
ROIV vs BB
-30.6%
+280.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | -5.6% | +6.3% | +1.6% |
| 30D | +1.0% | -11.8% | +12.8% | +3.0% |
| 3M | +18.3% | -25.5% | +43.8% | +22.9% |
| 6M | +18.3% | +121.3% | -102.9% | -0.2% |
| YTD | +61.0% | +103.2% | -42.2% | +37.8% |
| 1Y | +177.9% | +102.6% | +75.3% | +135.8% |
| 3Y | +199.1% | +37.5% | +161.6% | +161.8% |
| All | +250.4% | -30.6% | +280.9% | +205.9% |
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