+221.3%
ROIV vs BEN
+45.8%
+175.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.2% | +19.0% | +18.8% |
| 7D | +20.2% | +4.7% | +15.5% | +18.7% |
| 30D | +14.1% | +2.6% | +11.5% | +13.3% |
| 3M | +45.6% | +11.5% | +34.1% | +40.6% |
| 6M | +44.1% | +35.3% | +8.8% | +31.2% |
| YTD | +91.2% | +48.6% | +42.5% | +73.9% |
| 1Y | +221.3% | +46.7% | +174.6% | +192.5% |
| All | +221.3% | +45.8% | +175.5% | +192.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling