+92.4%
ROIV vs CASY
+32.1%
+60.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.7% | +6.1% |
| 7D | +3.0% | +0.8% | +2.2% | +3.0% |
| 30D | +6.8% | +9.4% | -2.6% | +7.0% |
| 3M | +10.5% | -20.6% | +31.1% | +10.3% |
| 6M | +34.8% | -20.7% | +55.5% | +37.8% |
| YTD | +76.2% | +22.5% | +53.7% | +57.8% |
| 1Y | +92.4% | +29.5% | +62.9% | +72.8% |
| All | +92.4% | +32.1% | +60.3% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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