+100.2%
ROIV vs FND
-14.8%
+115.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | +9.5% | -4.4% | +13.9% | +10.4% |
| 30D | +21.0% | +14.5% | +6.5% | +18.0% |
| 3M | +18.7% | -15.6% | +34.3% | +22.7% |
| 6M | +44.5% | +4.7% | +39.8% | +40.3% |
| YTD | +92.9% | -16.1% | +109.0% | +96.2% |
| 1Y | +100.2% | -16.0% | +116.2% | +103.2% |
| All | +100.2% | -14.8% | +115.1% | +103.2% |
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