+252.1%
ROIV vs DOCU
-66.4%
+318.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -3.9% |
| 7D | -2.4% | -3.2% | +0.8% | -1.8% |
| 30D | +3.1% | +15.7% | -12.6% | +0.4% |
| 3M | +5.8% | +37.3% | -31.4% | -0.7% |
| 6M | +29.3% | +63.1% | -33.8% | +16.3% |
| YTD | +68.8% | +15.4% | +53.4% | +61.2% |
| 1Y | +81.0% | +11.3% | +69.7% | +73.8% |
| 3Y | +294.6% | +92.1% | +202.5% | +224.5% |
| 5Y | +373.1% | -70.5% | +443.6% | +325.6% |
| All | +252.1% | -66.4% | +318.6% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling