+235.9%
ROIV vs BEN
+96.0%
+139.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | +0.5% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +1.0% | -0.5% | +1.5% | +1.0% |
| 3M | +18.3% | +9.7% | +8.6% | +15.0% |
| 6M | +18.3% | +33.9% | -15.6% | +8.7% |
| YTD | +61.0% | +49.0% | +12.0% | +43.5% |
| 1Y | +177.9% | +42.1% | +135.8% | +150.3% |
| 3Y | +199.1% | +51.9% | +147.2% | +159.4% |
| 5Y | +250.7% | +39.0% | +211.7% | +189.6% |
| All | +235.9% | +96.0% | +139.9% | +179.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling