+273.8%
ROIV vs DAR
+2.0%
+271.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.3% |
| 7D | +5.3% | -9.9% | +15.3% | +6.8% |
| 30D | +11.9% | -16.4% | +28.3% | +14.3% |
| 3M | +10.7% | -17.1% | +27.8% | +13.1% |
| 6M | +34.9% | -20.5% | +55.4% | +38.5% |
| YTD | +79.2% | +39.4% | +39.8% | +69.1% |
| 1Y | +89.0% | +57.2% | +31.8% | +75.0% |
| 3Y | +337.3% | +13.9% | +323.5% | +314.7% |
| 5Y | +402.3% | -40.8% | +443.1% | +422.4% |
| All | +273.8% | +2.0% | +271.9% | +293.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling