+291.1%
ROIV vs GRMN
+172.9%
+118.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.2% | +2.4% | +4.0% |
| 7D | +13.3% | +6.4% | +6.9% | +11.4% |
| 30D | +14.8% | +8.7% | +6.0% | +12.0% |
| 3M | +11.9% | -5.8% | +17.7% | +13.6% |
| 6M | +42.4% | +22.5% | +19.9% | +32.6% |
| YTD | +87.4% | +45.6% | +41.8% | +64.5% |
| 1Y | +97.2% | +47.5% | +49.8% | +72.3% |
| 3Y | +375.7% | +166.2% | +209.4% | +210.6% |
| 5Y | +379.0% | +124.1% | +254.9% | +179.4% |
| All | +291.1% | +172.9% | +118.2% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling