+341.9%
ROIV vs BEN
+85.5%
+256.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -4.0% |
| 7D | +9.2% | +11.3% | -2.1% | +5.5% |
| 30D | +19.9% | +15.0% | +4.9% | +14.7% |
| 3M | +10.6% | +7.8% | +2.7% | +7.8% |
| 6M | +36.1% | +15.5% | +20.6% | +29.4% |
| YTD | +84.3% | +55.4% | +28.9% | +59.4% |
| 1Y | +87.6% | +63.3% | +24.3% | +59.7% |
| All | +341.9% | +85.5% | +256.4% | +242.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling