+183.3%
ROIV vs BNS
+49.3%
+134.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | +16.9% | -0.4% | +17.3% | +17.0% |
| 30D | +12.9% | +3.5% | +9.4% | +11.0% |
| 3M | +37.3% | +14.1% | +23.2% | +26.1% |
| 6M | +38.0% | +33.8% | +4.2% | +13.5% |
| YTD | +88.1% | +29.5% | +58.7% | +58.9% |
| 1Y | +183.3% | +48.4% | +134.9% | +122.0% |
| All | +183.3% | +49.3% | +134.0% | +122.0% |
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