+235.9%
ROIV vs GEN
+74.4%
+161.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.0% |
| 7D | +0.6% | -1.2% | +1.8% | +0.8% |
| 30D | +1.0% | +10.1% | -9.2% | -1.2% |
| 3M | +18.3% | +16.1% | +2.2% | +14.2% |
| 6M | +18.3% | +38.9% | -20.5% | +9.0% |
| YTD | +61.0% | +14.4% | +46.5% | +54.1% |
| 1Y | +177.9% | +5.9% | +172.0% | +170.1% |
| 3Y | +199.1% | +58.8% | +140.3% | +166.6% |
| 5Y | +250.7% | +24.7% | +226.0% | +219.1% |
| All | +235.9% | +74.4% | +161.5% | +204.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling