+235.9%
ROIV vs BNS
+139.2%
+96.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.1% |
| 7D | +0.6% | +1.5% | -0.9% | -0.2% |
| 30D | +1.0% | +6.0% | -5.0% | -2.4% |
| 3M | +18.3% | +16.3% | +1.9% | +8.3% |
| 6M | +18.3% | +28.8% | -10.4% | +2.3% |
| YTD | +61.0% | +30.0% | +31.0% | +38.4% |
| 1Y | +177.9% | +50.7% | +127.2% | +120.3% |
| 3Y | +199.1% | +125.4% | +73.7% | +89.6% |
| 5Y | +250.7% | +94.2% | +156.5% | +140.2% |
| All | +235.9% | +139.2% | +96.6% | +136.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling