+100.2%
ROIV vs BR
-11.9%
+112.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +9.5% | +1.9% | +7.6% | +9.9% |
| 30D | +21.0% | +15.9% | +5.1% | +25.0% |
| 3M | +18.7% | +13.7% | +5.1% | +22.3% |
| 6M | +44.5% | +31.0% | +13.5% | +53.5% |
| YTD | +92.9% | -12.0% | +104.8% | +88.1% |
| 1Y | +100.2% | -11.5% | +111.7% | +95.2% |
| All | +100.2% | -11.9% | +112.1% | +95.2% |
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