+273.8%
ROIV vs FND
-39.4%
+313.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.3% |
| 7D | +5.3% | +7.7% | -2.4% | +3.5% |
| 30D | +11.9% | +11.9% | 0.0% | +8.8% |
| 3M | +10.7% | -14.6% | +25.3% | +14.2% |
| 6M | +34.9% | +0.5% | +34.5% | +32.8% |
| YTD | +79.2% | -15.8% | +95.0% | +82.4% |
| 1Y | +89.0% | -12.9% | +101.9% | +90.4% |
| 3Y | +337.3% | -34.2% | +371.5% | +353.4% |
| 5Y | +402.3% | -61.6% | +463.9% | +407.0% |
| All | +273.8% | -39.4% | +313.3% | +274.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling