+92.4%
ROIV vs BNS
+52.0%
+40.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.1% | +4.7% |
| 7D | +3.0% | +2.0% | +1.0% | +2.1% |
| 30D | +6.8% | +7.8% | -0.9% | +3.5% |
| 3M | +10.5% | +11.7% | -1.1% | +4.4% |
| 6M | +34.8% | +28.2% | +6.6% | +15.0% |
| YTD | +76.2% | +34.8% | +41.4% | +45.7% |
| 1Y | +92.4% | +51.1% | +41.3% | +49.8% |
| All | +92.4% | +52.0% | +40.4% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling