+29.3%
ROIV vs COMP
+29.1%
+0.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -8.2% | +4.0% | -3.0% |
| 7D | -2.4% | -1.8% | -0.6% | -2.1% |
| 30D | +3.1% | -0.8% | +3.8% | +3.2% |
| 3M | +5.8% | -28.1% | +34.0% | +10.5% |
| 6M | +29.3% | +27.0% | +2.3% | +20.4% |
| All | +29.3% | +29.1% | +0.2% | +20.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling