+197.3%
ROIV vs GFI
+29.0%
+168.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.6% |
| 7D | +19.0% | -5.1% | +24.1% | +19.9% |
| 30D | +16.1% | +13.4% | +2.7% | +13.8% |
| 3M | +44.1% | +36.2% | +7.9% | +36.3% |
| 6M | +37.8% | -9.8% | +47.7% | +37.9% |
| YTD | +88.7% | +7.7% | +81.0% | +86.8% |
| 1Y | +197.3% | +27.2% | +170.1% | +198.6% |
| All | +197.3% | +29.0% | +168.3% | +198.6% |
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