+389.2%
ROIV vs BLDR
-11.9%
+401.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | +1.7% | -3.0% | +4.6% | +2.4% |
| 30D | +17.6% | +20.1% | -2.5% | +12.0% |
| 3M | +9.0% | -17.5% | +26.5% | +12.9% |
| 6M | +35.3% | -16.1% | +51.4% | +38.2% |
| YTD | +82.2% | -41.0% | +123.2% | +101.4% |
| 1Y | +92.3% | -41.6% | +133.9% | +112.3% |
| 3Y | +336.8% | -50.8% | +387.6% | +372.7% |
| All | +389.2% | -11.9% | +401.2% | +296.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling