+337.3%
ROIV vs BLDR
-50.4%
+387.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.5% | +10.7% | +6.9% |
| 7D | +5.3% | -3.7% | +9.0% | +5.9% |
| 30D | +11.9% | +16.8% | -4.9% | +8.5% |
| 3M | +10.7% | -13.7% | +24.5% | +12.9% |
| 6M | +34.9% | -21.9% | +56.8% | +39.2% |
| YTD | +79.2% | -39.2% | +118.4% | +93.0% |
| 1Y | +89.0% | -42.6% | +131.7% | +105.5% |
| 3Y | +337.3% | -50.2% | +387.5% | +341.2% |
| All | +337.3% | -50.4% | +387.8% | +341.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling