+92.4%
ROIV vs DOC
+21.8%
+70.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +5.7% |
| 7D | +3.0% | +8.7% | -5.7% | +2.1% |
| 30D | +6.8% | +7.6% | -0.8% | +5.9% |
| 3M | +10.5% | -5.3% | +15.8% | +11.2% |
| 6M | +34.8% | +27.6% | +7.2% | +30.0% |
| YTD | +76.2% | +32.4% | +43.8% | +74.0% |
| 1Y | +92.4% | +22.9% | +69.5% | +87.1% |
| All | +92.4% | +21.8% | +70.6% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling