+210.2%
ROIV vs ET
+35.5%
+174.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.9% |
| 7D | +22.3% | +0.6% | +21.7% | +22.4% |
| 30D | +16.9% | +5.3% | +11.6% | +17.6% |
| 3M | +43.9% | +15.6% | +28.3% | +46.4% |
| 6M | +41.6% | +20.6% | +21.0% | +43.0% |
| YTD | +92.7% | +38.5% | +54.1% | +87.0% |
| 1Y | +210.2% | +35.7% | +174.4% | +200.0% |
| All | +210.2% | +35.5% | +174.7% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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