+94.6%
ROIV vs EME
-2.7%
+97.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | +14.3% | -8.8% | +23.1% | +16.7% |
| 30D | +16.2% | -18.2% | +34.4% | +23.0% |
| 3M | +15.1% | -20.2% | +35.3% | +22.4% |
| 6M | +44.2% | -29.9% | +74.1% | +59.8% |
| YTD | +89.8% | +5.7% | +84.1% | +78.2% |
| 1Y | +94.6% | -1.5% | +96.0% | +89.1% |
| All | +94.6% | -2.7% | +97.2% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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