+252.1%
ROIV vs DAR
+3.0%
+249.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.2% | -3.8% |
| 7D | -2.4% | -8.1% | +5.7% | -1.3% |
| 30D | +3.1% | -17.1% | +20.2% | +5.5% |
| 3M | +5.8% | -12.3% | +18.1% | +7.3% |
| 6M | +29.3% | -21.8% | +51.1% | +33.1% |
| YTD | +68.8% | +40.8% | +27.9% | +59.0% |
| 1Y | +81.0% | +57.4% | +23.7% | +67.6% |
| 3Y | +294.6% | +12.1% | +282.5% | +275.2% |
| 5Y | +373.1% | -40.2% | +413.3% | +391.4% |
| All | +252.1% | +3.0% | +249.1% | +269.8% |
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 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