+221.3%
ROIV vs EFX
-30.2%
+251.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -3.1% | +21.8% | +18.8% |
| 7D | +20.2% | -7.8% | +28.0% | +20.4% |
| 30D | +14.1% | -5.7% | +19.9% | +14.2% |
| 3M | +45.6% | +2.5% | +43.1% | +44.0% |
| 6M | +44.1% | -16.7% | +60.8% | +46.0% |
| YTD | +91.2% | -20.2% | +111.3% | +93.9% |
| 1Y | +221.3% | -31.4% | +252.7% | +234.4% |
| All | +221.3% | -30.2% | +251.5% | +234.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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