+302.0%
ROIV vs BLDR
+67.0%
+235.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.2% |
| 7D | +22.3% | -2.7% | +25.0% | +22.7% |
| 30D | +16.9% | -14.7% | +31.6% | +20.4% |
| 3M | +43.9% | -20.8% | +64.8% | +49.8% |
| 6M | +41.6% | -35.3% | +76.9% | +53.3% |
| YTD | +92.7% | -40.3% | +133.0% | +111.4% |
| 1Y | +210.2% | -56.3% | +266.5% | +263.8% |
| 3Y | +231.8% | -56.1% | +287.9% | +272.0% |
| 5Y | +319.8% | +12.9% | +306.9% | +276.1% |
| All | +302.0% | +67.0% | +235.0% | +262.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BLDR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling