+280.1%
ROIV vs GNRC
-9.3%
+289.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +1.7% | +7.9% | -6.2% | +0.3% |
| 30D | +17.6% | -3.7% | +21.3% | +17.9% |
| 3M | +9.0% | -11.9% | +20.9% | +10.5% |
| 6M | +35.3% | -28.6% | +63.9% | +41.2% |
| YTD | +82.2% | +39.9% | +42.3% | +65.7% |
| 1Y | +92.3% | +23.4% | +68.9% | +78.7% |
| 3Y | +336.8% | +84.2% | +252.5% | +265.8% |
| 5Y | +370.6% | -57.3% | +427.9% | +329.0% |
| All | +280.1% | -9.3% | +289.4% | +234.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling