+411.6%
ROIV vs GPC
+3.6%
+408.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +6.5% |
| 7D | +5.3% | +1.6% | +3.8% | +5.0% |
| 30D | +11.9% | -2.1% | +14.0% | +12.2% |
| 3M | +10.7% | -6.8% | +17.5% | +12.0% |
| 6M | +34.9% | +18.6% | +16.3% | +27.6% |
| YTD | +79.2% | +2.7% | +76.5% | +73.6% |
| 1Y | +89.0% | +1.8% | +87.2% | +83.3% |
| 3Y | +337.3% | +1.1% | +336.3% | +309.4% |
| All | +411.6% | +3.6% | +408.0% | +375.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling