+235.9%
ROIV vs DOCU
-70.9%
+306.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +0.8% |
| 7D | +0.6% | +6.9% | -6.3% | -0.6% |
| 30D | +1.0% | +19.0% | -18.0% | -2.5% |
| 3M | +18.3% | +34.3% | -16.0% | +11.0% |
| 6M | +18.3% | +48.0% | -29.7% | +8.2% |
| YTD | +61.0% | 0.0% | +61.0% | +58.3% |
| 1Y | +177.9% | -10.3% | +188.2% | +177.8% |
| 3Y | +199.1% | +32.4% | +166.7% | +165.5% |
| 5Y | +250.7% | -77.9% | +328.6% | +227.0% |
| All | +235.9% | -70.9% | +306.8% | +211.1% |
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