+291.1%
ROIV vs FND
-36.9%
+328.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.1% | +0.5% | +3.6% |
| 7D | +13.3% | +8.5% | +4.8% | +11.2% |
| 30D | +14.8% | +17.2% | -2.5% | +10.4% |
| 3M | +11.9% | -14.9% | +26.8% | +15.7% |
| 6M | +42.4% | +3.1% | +39.3% | +39.3% |
| YTD | +87.4% | -12.4% | +99.8% | +89.0% |
| 1Y | +97.2% | -10.0% | +107.2% | +97.2% |
| 3Y | +375.7% | -31.3% | +407.0% | +388.2% |
| 5Y | +379.0% | -60.3% | +439.4% | +379.1% |
| All | +291.1% | -36.9% | +328.0% | +288.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling