+235.9%
ROIV vs DAR
+32.5%
+203.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | +0.6% | +1.4% | -0.7% | +0.4% |
| 30D | +1.0% | +12.8% | -11.8% | -0.9% |
| 3M | +18.3% | +7.4% | +10.9% | +16.8% |
| 6M | +18.3% | +22.3% | -3.9% | +14.4% |
| YTD | +61.0% | +81.1% | -20.1% | +46.9% |
| 1Y | +177.9% | +106.5% | +71.4% | +147.7% |
| 3Y | +199.1% | +5.3% | +193.8% | +187.8% |
| 5Y | +250.7% | -11.5% | +262.2% | +250.5% |
| All | +235.9% | +32.5% | +203.4% | +241.6% |
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