+252.1%
ROIV vs GEN
+74.1%
+178.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -4.0% |
| 7D | -2.4% | +8.5% | -10.9% | -3.9% |
| 30D | +3.1% | +34.2% | -31.1% | -2.7% |
| 3M | +5.8% | +10.0% | -4.1% | +3.2% |
| 6M | +29.3% | +56.8% | -27.5% | +15.5% |
| YTD | +68.8% | +14.2% | +54.5% | +61.0% |
| 1Y | +81.0% | +20.8% | +60.2% | +70.6% |
| 3Y | +294.6% | +84.1% | +210.5% | +242.0% |
| 5Y | +373.1% | +37.1% | +336.1% | +327.6% |
| All | +252.1% | +74.1% | +178.0% | +218.0% |
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 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