+319.8%
ROIV vs GFI
+533.3%
-213.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +22.3% | +4.7% | +17.6% | +21.7% |
| 30D | +16.9% | +14.4% | +2.4% | +15.1% |
| 3M | +43.9% | +32.5% | +11.4% | +39.3% |
| 6M | +41.6% | -7.2% | +48.7% | +41.3% |
| YTD | +92.7% | +10.9% | +81.8% | +89.1% |
| 1Y | +210.2% | +35.5% | +174.7% | +198.1% |
| 3Y | +231.8% | +312.1% | -80.3% | +185.1% |
| All | +319.8% | +533.3% | -213.5% | +249.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling