+389.2%
ROIV vs FND
-63.9%
+453.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.1% | -0.6% |
| 7D | +1.7% | -6.8% | +8.5% | +3.6% |
| 30D | +17.6% | +8.0% | +9.6% | +15.1% |
| 3M | +9.0% | -18.9% | +27.9% | +14.4% |
| 6M | +35.3% | +4.7% | +30.6% | +31.5% |
| YTD | +82.2% | -21.6% | +103.7% | +89.2% |
| 1Y | +92.3% | -22.0% | +114.3% | +99.5% |
| 3Y | +336.8% | -40.4% | +377.2% | +363.0% |
| All | +389.2% | -63.9% | +453.1% | +373.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling