+291.1%
ROIV vs BLDR
+79.5%
+211.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.5% | -0.9% | +3.5% |
| 7D | +13.3% | -2.7% | +16.0% | +13.8% |
| 30D | +14.8% | +24.8% | -10.1% | +9.1% |
| 3M | +11.9% | -11.7% | +23.6% | +13.9% |
| 6M | +42.4% | -14.8% | +57.2% | +44.9% |
| YTD | +87.4% | -35.9% | +123.3% | +101.5% |
| 1Y | +97.2% | -39.7% | +136.9% | +114.4% |
| 3Y | +375.7% | -45.6% | +421.2% | +405.5% |
| 5Y | +379.0% | -2.5% | +381.6% | +321.9% |
| All | +291.1% | +79.5% | +211.6% | +245.8% |
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 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