+411.6%
ROIV vs EAT
+361.6%
+50.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.9% | +9.0% | +6.8% |
| 7D | +5.3% | -2.6% | +8.0% | +5.9% |
| 30D | +11.9% | +11.5% | +0.4% | +9.1% |
| 3M | +10.7% | -9.1% | +19.8% | +11.9% |
| 6M | +34.9% | +40.4% | -5.5% | +22.9% |
| YTD | +79.2% | +43.9% | +35.2% | +61.2% |
| 1Y | +89.0% | +101.9% | -12.9% | +57.0% |
| 3Y | +337.3% | +489.9% | -152.5% | +149.1% |
| All | +411.6% | +361.6% | +50.0% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling