+183.3%
ROIV vs GNRC
+0.9%
+182.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.2% | -0.6% |
| 7D | +16.9% | -0.2% | +17.1% | +16.9% |
| 30D | +12.9% | -15.7% | +28.6% | +14.8% |
| 3M | +37.3% | -27.3% | +64.6% | +40.9% |
| 6M | +38.0% | -12.1% | +50.1% | +38.4% |
| YTD | +88.1% | +37.1% | +51.0% | +81.6% |
| 1Y | +183.3% | -0.5% | +183.7% | +175.9% |
| All | +183.3% | +0.9% | +182.4% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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