+284.5%
ROIV vs BNS
+138.4%
+146.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.1% |
| 7D | +9.2% | +1.0% | +8.2% | +8.7% |
| 30D | +19.9% | +2.7% | +17.2% | +18.4% |
| 3M | +10.6% | +3.5% | +7.1% | +8.2% |
| 6M | +36.1% | +22.1% | +14.0% | +21.2% |
| YTD | +84.3% | +29.5% | +54.8% | +58.8% |
| 1Y | +87.6% | +40.7% | +46.9% | +54.3% |
| 3Y | +353.9% | +148.6% | +205.3% | +174.2% |
| 5Y | +376.1% | +79.6% | +296.5% | +226.4% |
| All | +284.5% | +138.4% | +146.1% | +170.7% |
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 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