+89.0%
ROIV vs CASY
+32.0%
+57.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.4% | +6.2% |
| 7D | +5.3% | +1.1% | +4.2% | +5.3% |
| 30D | +11.9% | +8.7% | +3.2% | +12.0% |
| 3M | +10.7% | -17.3% | +28.0% | +10.5% |
| 6M | +34.9% | -19.7% | +54.6% | +38.2% |
| YTD | +79.2% | +24.8% | +54.3% | +60.1% |
| 1Y | +89.0% | +31.9% | +57.1% | +68.7% |
| All | +89.0% | +32.0% | +57.0% | +68.7% |
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