+221.3%
ROIV vs FND
-44.9%
+266.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -4.6% | +23.4% | +19.4% |
| 7D | +20.2% | +0.4% | +19.8% | +19.7% |
| 30D | +14.1% | -23.6% | +37.7% | +19.5% |
| 3M | +45.6% | +4.3% | +41.3% | +42.9% |
| 6M | +44.1% | -20.3% | +64.4% | +46.8% |
| YTD | +91.2% | -21.3% | +112.5% | +96.9% |
| 1Y | +221.3% | -45.4% | +266.7% | +247.4% |
| All | +221.3% | -44.9% | +266.2% | +247.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling