+273.8%
ROIV vs GEN
+69.5%
+204.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.6% | +8.8% | +6.7% |
| 7D | +5.3% | +2.3% | +3.1% | +4.9% |
| 30D | +11.9% | +33.1% | -21.2% | +5.7% |
| 3M | +10.7% | +6.5% | +4.2% | +8.6% |
| 6M | +34.9% | +53.8% | -18.9% | +20.9% |
| YTD | +79.2% | +11.2% | +67.9% | +71.7% |
| 1Y | +89.0% | +19.4% | +69.6% | +78.4% |
| 3Y | +337.3% | +81.0% | +256.3% | +280.1% |
| 5Y | +402.3% | +33.4% | +368.9% | +356.1% |
| All | +273.8% | +69.5% | +204.3% | +239.2% |
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