+316.5%
ROIV vs BR
+9.8%
+306.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.5% | +21.2% | +19.3% |
| 7D | +20.2% | -5.9% | +26.1% | +21.6% |
| 30D | +14.1% | +1.9% | +12.2% | +13.3% |
| 3M | +45.6% | +14.7% | +30.9% | +40.1% |
| 6M | +44.1% | -12.8% | +56.9% | +48.8% |
| YTD | +91.2% | -23.0% | +114.2% | +105.1% |
| 1Y | +221.3% | -31.7% | +253.0% | +259.7% |
| 3Y | +229.2% | -4.8% | +234.0% | +223.0% |
| 5Y | +316.5% | +7.8% | +308.6% | +245.7% |
| All | +316.5% | +9.8% | +306.6% | +245.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling