+177.9%
ROIV vs GFI
+45.3%
+132.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.8% |
| 7D | +0.6% | +3.1% | -2.5% | +0.1% |
| 30D | +1.0% | +27.1% | -26.2% | -2.9% |
| 3M | +18.3% | +21.2% | -2.9% | +14.1% |
| 6M | +18.3% | -4.5% | +22.8% | +17.4% |
| YTD | +61.0% | +11.7% | +49.2% | +58.4% |
| 1Y | +177.9% | +46.0% | +131.8% | +179.6% |
| All | +177.9% | +45.3% | +132.6% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling