+198.5%
ROIV vs FLR
+56.7%
+141.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.0% |
| 7D | +0.6% | +5.4% | -4.8% | -0.5% |
| 30D | +1.0% | +11.4% | -10.4% | -1.7% |
| 3M | +18.3% | +11.4% | +6.9% | +14.9% |
| 6M | +18.3% | +16.6% | +1.7% | +13.0% |
| YTD | +61.0% | +41.7% | +19.3% | +47.7% |
| 1Y | +177.9% | +35.4% | +142.5% | +155.7% |
| All | +198.5% | +56.7% | +141.8% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 3y: compounded portfolio wealth divided by compounded FLR 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…
3y analysis · Full analysis span regression · 6 months rolling