+375.7%
ROIV vs BUD
+48.5%
+327.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.4% |
| 7D | +13.3% | +1.3% | +12.0% | +13.0% |
| 30D | +14.8% | +10.0% | +4.7% | +12.5% |
| 3M | +11.9% | +1.6% | +10.3% | +11.5% |
| 6M | +42.4% | +6.5% | +35.9% | +40.1% |
| YTD | +87.4% | +34.8% | +52.6% | +73.9% |
| 1Y | +97.2% | +36.5% | +60.8% | +82.3% |
| 3Y | +375.7% | +49.0% | +326.7% | +312.6% |
| All | +375.7% | +48.5% | +327.1% | +312.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling