+316.5%
ROIV vs BNS
+94.5%
+222.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.0% | +19.8% | +19.4% |
| 7D | +20.2% | +1.8% | +18.4% | +18.7% |
| 30D | +14.1% | +4.5% | +9.7% | +10.7% |
| 3M | +45.6% | +15.8% | +29.8% | +32.2% |
| 6M | +44.1% | +31.5% | +12.6% | +20.9% |
| YTD | +91.2% | +28.6% | +62.5% | +62.5% |
| 1Y | +221.3% | +48.2% | +173.1% | +150.2% |
| 3Y | +229.2% | +130.8% | +98.4% | +93.7% |
| 5Y | +316.5% | +94.9% | +221.6% | +149.7% |
| All | +316.5% | +94.5% | +222.0% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling