+389.2%
ROIV vs GAP
+2.1%
+387.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.3% | -1.0% |
| 7D | +1.7% | -1.9% | +3.6% | +2.0% |
| 30D | +17.6% | -7.1% | +24.6% | +18.7% |
| 3M | +9.0% | +4.1% | +4.9% | +7.9% |
| 6M | +35.3% | +1.9% | +33.4% | +33.7% |
| YTD | +82.2% | -15.2% | +97.4% | +83.8% |
| 1Y | +92.3% | -10.6% | +102.9% | +92.2% |
| 3Y | +336.8% | +74.6% | +262.2% | +270.0% |
| All | +389.2% | +2.1% | +387.1% | +329.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling