+336.8%
ROIV vs GEN
+67.9%
+268.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.5% | -1.6% |
| 7D | +1.7% | +2.0% | -0.4% | +1.3% |
| 30D | +17.6% | +27.7% | -10.2% | +11.8% |
| 3M | +9.0% | +3.3% | +5.7% | +7.7% |
| 6M | +35.3% | +31.8% | +3.5% | +24.6% |
| YTD | +82.2% | +13.5% | +68.7% | +72.7% |
| 1Y | +92.3% | +16.0% | +76.2% | +81.2% |
| 3Y | +336.8% | +70.6% | +266.2% | +265.0% |
| All | +336.8% | +67.9% | +268.9% | +265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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