+94.6%
ROIV vs CAPR
+47.8%
+46.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.9% | +11.2% | +1.4% |
| 7D | +14.3% | +7.6% | +6.6% | +14.2% |
| 30D | +16.2% | +13.3% | +2.9% | +16.0% |
| 3M | +15.1% | +130.4% | -115.3% | +13.8% |
| 6M | +44.2% | -70.8% | +115.0% | +45.1% |
| YTD | +89.8% | -69.3% | +159.1% | +90.8% |
| 1Y | +94.6% | +59.5% | +35.0% | +89.7% |
| All | +94.6% | +47.8% | +46.7% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling