+87.6%
ROIV vs GPC
0.0%
+87.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.4% |
| 7D | +9.2% | -1.3% | +10.5% | +9.3% |
| 30D | +19.9% | -6.0% | +25.9% | +20.2% |
| 3M | +10.6% | -7.6% | +18.2% | +10.7% |
| 6M | +36.1% | +24.2% | +11.8% | +28.8% |
| YTD | +84.3% | +2.7% | +81.6% | +69.7% |
| 1Y | +87.6% | +0.2% | +87.4% | +70.1% |
| All | +87.6% | 0.0% | +87.5% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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