+291.1%
ROIV vs BUD
+31.6%
+259.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.3% |
| 7D | +13.3% | +1.3% | +12.0% | +12.9% |
| 30D | +14.8% | +10.0% | +4.7% | +11.8% |
| 3M | +11.9% | +1.6% | +10.3% | +11.2% |
| 6M | +42.4% | +6.5% | +35.9% | +39.3% |
| YTD | +87.4% | +34.8% | +52.6% | +70.9% |
| 1Y | +97.2% | +36.5% | +60.8% | +79.1% |
| 3Y | +375.7% | +49.0% | +326.7% | +314.1% |
| 5Y | +379.0% | +51.7% | +327.3% | +302.1% |
| All | +291.1% | +31.6% | +259.5% | +220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling