+177.9%
ROIV vs BTG
+38.4%
+139.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.7% |
| 7D | +0.6% | -0.9% | +1.5% | +0.7% |
| 30D | +1.0% | +36.8% | -35.9% | -3.6% |
| 3M | +18.3% | +23.1% | -4.8% | +14.2% |
| 6M | +18.3% | +3.5% | +14.9% | +16.5% |
| YTD | +61.0% | +25.5% | +35.5% | +54.8% |
| 1Y | +177.9% | +40.1% | +137.8% | +177.5% |
| All | +177.9% | +38.4% | +139.5% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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