+421.4%
ROIV vs BUD
+51.3%
+370.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.0% |
| 7D | +14.3% | +6.0% | +8.3% | +12.4% |
| 30D | +16.2% | +11.3% | +4.9% | +12.6% |
| 3M | +15.1% | +3.6% | +11.6% | +13.7% |
| 6M | +44.2% | +7.7% | +36.5% | +40.3% |
| YTD | +89.8% | +36.4% | +53.5% | +70.7% |
| 1Y | +94.6% | +37.8% | +56.7% | +74.2% |
| 3Y | +367.5% | +51.2% | +316.3% | +297.1% |
| 5Y | +421.4% | +53.4% | +368.0% | +354.2% |
| All | +421.4% | +51.3% | +370.1% | +354.2% |
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 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