+376.1%
ROIV vs CG
-21.9%
+398.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.2% | -3.0% |
| 7D | +9.2% | -1.5% | +10.7% | +9.8% |
| 30D | +19.9% | +5.7% | +14.2% | +17.7% |
| 3M | +10.6% | -17.9% | +28.5% | +17.5% |
| 6M | +36.1% | -20.2% | +56.3% | +45.1% |
| YTD | +84.3% | -32.0% | +116.3% | +106.5% |
| 1Y | +87.6% | -27.0% | +114.6% | +104.6% |
| 3Y | +353.9% | +42.8% | +311.2% | +257.6% |
| 5Y | +376.1% | -23.4% | +399.5% | +301.8% |
| All | +376.1% | -21.9% | +398.0% | +301.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling