+177.9%
ROIV vs COMP
+22.2%
+155.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +0.6% | +1.4% | -0.7% | +0.4% |
| 30D | +1.0% | -13.3% | +14.3% | +2.8% |
| 3M | +18.3% | +41.1% | -22.8% | +11.6% |
| 6M | +18.3% | +17.2% | +1.2% | +12.6% |
| YTD | +61.0% | +5.2% | +55.8% | +56.2% |
| 1Y | +177.9% | +18.9% | +159.0% | +168.2% |
| All | +177.9% | +22.2% | +155.7% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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