+177.9%
ROIV vs BR
-29.1%
+207.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +0.9% |
| 7D | +0.6% | -5.3% | +5.9% | -0.3% |
| 30D | +1.0% | +6.4% | -5.5% | +2.1% |
| 3M | +18.3% | +13.6% | +4.6% | +21.0% |
| 6M | +18.3% | -6.7% | +25.0% | +13.8% |
| YTD | +61.0% | -21.1% | +82.1% | +55.2% |
| 1Y | +177.9% | -29.6% | +207.4% | +181.3% |
| All | +177.9% | -29.1% | +207.0% | +181.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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