+376.1%
ROIV vs BB
-14.0%
+390.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.0% | -1.5% | -3.9% |
| 7D | +9.2% | +9.0% | +0.2% | +7.7% |
| 30D | +19.9% | +7.7% | +12.2% | +18.1% |
| 3M | +10.6% | +4.0% | +6.6% | +9.2% |
| 6M | +36.1% | +46.6% | -10.6% | +24.4% |
| YTD | +84.3% | +140.6% | -56.3% | +52.4% |
| 1Y | +87.6% | +103.1% | -15.5% | +59.5% |
| 3Y | +353.9% | +150.5% | +203.4% | +247.8% |
| 5Y | +376.1% | -15.4% | +391.5% | +205.8% |
| All | +376.1% | -14.0% | +390.1% | +205.8% |
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