+296.1%
ROIV vs BNS
+138.3%
+157.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.7% |
| 7D | +14.3% | -1.1% | +15.4% | +15.1% |
| 30D | +16.2% | +4.7% | +11.5% | +13.5% |
| 3M | +15.1% | +5.5% | +9.6% | +11.4% |
| 6M | +44.2% | +21.7% | +22.6% | +28.7% |
| YTD | +89.8% | +29.5% | +60.4% | +63.5% |
| 1Y | +94.6% | +41.9% | +52.7% | +59.3% |
| 3Y | +367.5% | +148.5% | +219.0% | +182.4% |
| 5Y | +421.4% | +80.3% | +341.1% | +257.2% |
| All | +296.1% | +138.3% | +157.8% | +178.8% |
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 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