+316.5%
ROIV vs BTG
+72.2%
+244.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.9% | +21.6% | +19.1% |
| 7D | +20.2% | +4.8% | +15.4% | +19.2% |
| 30D | +14.1% | +8.3% | +5.8% | +12.6% |
| 3M | +45.6% | +32.3% | +13.3% | +38.9% |
| 6M | +44.1% | +3.0% | +41.2% | +41.7% |
| YTD | +91.2% | +21.9% | +69.2% | +82.6% |
| 1Y | +221.3% | +28.2% | +193.1% | +202.5% |
| 3Y | +229.2% | +99.9% | +129.3% | +184.5% |
| 5Y | +316.5% | +73.6% | +242.9% | +283.4% |
| All | +316.5% | +72.2% | +244.3% | +283.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling