+298.8%
ROIV vs BLDR
+70.2%
+228.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -4.9% | +23.6% | +19.8% |
| 7D | +20.2% | -0.3% | +20.5% | +20.0% |
| 30D | +14.1% | -16.2% | +30.4% | +18.1% |
| 3M | +45.6% | -14.4% | +60.0% | +48.8% |
| 6M | +44.1% | -32.8% | +76.9% | +54.8% |
| YTD | +91.2% | -39.2% | +130.3% | +108.9% |
| 1Y | +221.3% | -57.7% | +279.0% | +279.8% |
| 3Y | +229.2% | -55.3% | +284.5% | +267.6% |
| 5Y | +316.5% | +15.6% | +300.9% | +271.6% |
| All | +298.8% | +70.2% | +228.6% | +258.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling