+210.2%
ROIV vs BG
+49.9%
+160.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +22.3% | +0.5% | +21.8% | +22.0% |
| 30D | +16.9% | +10.3% | +6.5% | +17.1% |
| 3M | +43.9% | -1.9% | +45.8% | +44.5% |
| 6M | +41.6% | +5.2% | +36.3% | +41.6% |
| YTD | +92.7% | +41.2% | +51.5% | +87.6% |
| 1Y | +210.2% | +50.5% | +159.6% | +197.9% |
| All | +210.2% | +49.9% | +160.3% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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