+411.6%
ROIV vs DAR
-41.1%
+452.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.3% |
| 7D | +5.3% | -9.9% | +15.3% | +6.9% |
| 30D | +11.9% | -16.4% | +28.3% | +14.6% |
| 3M | +10.7% | -17.1% | +27.8% | +13.4% |
| 6M | +34.9% | -20.5% | +55.4% | +38.9% |
| YTD | +79.2% | +39.4% | +39.8% | +67.7% |
| 1Y | +89.0% | +57.2% | +31.8% | +73.1% |
| 3Y | +337.3% | +13.9% | +323.5% | +312.1% |
| All | +411.6% | -41.1% | +452.6% | +386.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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