+341.9%
ROIV vs GAP
+72.0%
+269.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.3% |
| 7D | +9.2% | -5.2% | +14.4% | +9.7% |
| 30D | +19.9% | -6.9% | +26.8% | +20.6% |
| 3M | +10.6% | +5.7% | +4.9% | +9.7% |
| 6M | +36.1% | +0.9% | +35.2% | +35.2% |
| YTD | +84.3% | -14.5% | +98.8% | +85.4% |
| 1Y | +87.6% | -12.1% | +99.7% | +88.0% |
| All | +341.9% | +72.0% | +269.9% | +338.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 3y: compounded portfolio wealth divided by compounded GAP 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…
3y analysis · Full analysis span regression · 6 months rolling