+273.8%
ROIV vs BEN
+92.3%
+181.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.7% | +1.5% | +4.8% |
| 7D | +5.3% | +6.6% | -1.3% | +3.5% |
| 30D | +11.9% | +3.8% | +8.0% | +10.8% |
| 3M | +10.7% | +0.2% | +10.5% | +10.6% |
| 6M | +34.9% | +10.4% | +24.5% | +30.9% |
| YTD | +79.2% | +46.2% | +33.0% | +60.5% |
| 1Y | +89.0% | +52.3% | +36.8% | +67.4% |
| 3Y | +337.3% | +65.9% | +271.4% | +271.7% |
| 5Y | +402.3% | +20.6% | +381.8% | +318.1% |
| All | +273.8% | +92.3% | +181.6% | +212.2% |
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 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