+411.6%
ROIV vs BUD
+48.8%
+362.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.6% |
| 7D | +5.3% | +4.5% | +0.9% | +3.9% |
| 30D | +11.9% | +12.5% | -0.6% | +7.9% |
| 3M | +10.7% | 0.0% | +10.7% | +10.4% |
| 6M | +34.9% | +3.8% | +31.1% | +32.7% |
| YTD | +79.2% | +33.1% | +46.1% | +62.3% |
| 1Y | +89.0% | +35.5% | +53.5% | +70.0% |
| 3Y | +337.3% | +49.4% | +287.9% | +272.3% |
| All | +411.6% | +48.8% | +362.8% | +348.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling