+235.9%
ROIV vs BB
-6.8%
+242.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | -5.6% | +6.3% | +1.2% |
| 30D | +1.0% | -11.8% | +12.8% | +2.2% |
| 3M | +18.3% | -25.5% | +43.8% | +21.1% |
| 6M | +18.3% | +121.3% | -102.9% | +7.4% |
| YTD | +61.0% | +103.2% | -42.2% | +47.3% |
| 1Y | +177.9% | +102.6% | +75.3% | +153.3% |
| 3Y | +199.1% | +37.5% | +161.6% | +173.7% |
| 5Y | +250.7% | -30.4% | +281.1% | +217.2% |
| All | +235.9% | -6.8% | +242.6% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling