+319.8%
ROIV vs GNRC
-58.2%
+378.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.2% |
| 7D | +22.3% | +3.2% | +19.2% | +21.6% |
| 30D | +16.9% | -9.5% | +26.4% | +19.1% |
| 3M | +43.9% | -28.5% | +72.5% | +52.7% |
| 6M | +41.6% | -10.0% | +51.5% | +42.0% |
| YTD | +92.7% | +36.7% | +55.9% | +75.7% |
| 1Y | +210.2% | +2.6% | +207.6% | +198.3% |
| 3Y | +231.8% | +61.9% | +169.9% | +179.8% |
| 5Y | +319.8% | -59.0% | +378.8% | +224.1% |
| All | +319.8% | -58.2% | +378.0% | +224.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling