+235.9%
ROIV vs BLDR
+79.0%
+156.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +1.0% |
| 7D | +0.6% | -2.8% | +3.5% | +1.2% |
| 30D | +1.0% | -13.3% | +14.2% | +3.9% |
| 3M | +18.3% | -12.3% | +30.5% | +20.6% |
| 6M | +18.3% | -31.5% | +49.8% | +26.9% |
| YTD | +61.0% | -36.1% | +97.0% | +74.4% |
| 1Y | +177.9% | -54.1% | +232.0% | +223.1% |
| 3Y | +199.1% | -55.8% | +254.8% | +235.8% |
| 5Y | +250.7% | +20.7% | +230.0% | +210.2% |
| All | +235.9% | +79.0% | +156.9% | +199.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling