+87.6%
ROIV vs CG
-26.5%
+114.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.2% | -3.3% |
| 7D | +9.2% | -1.5% | +10.7% | +9.7% |
| 30D | +19.9% | +5.7% | +14.2% | +18.6% |
| 3M | +10.6% | -17.9% | +28.5% | +15.6% |
| 6M | +36.1% | -20.2% | +56.3% | +44.1% |
| YTD | +84.3% | -32.0% | +116.3% | +101.7% |
| 1Y | +87.6% | -27.0% | +114.6% | +102.1% |
| All | +87.6% | -26.5% | +114.0% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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