+298.8%
ROIV vs HDB
-28.0%
+326.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -3.0% | +21.8% | +19.5% |
| 7D | +20.2% | -2.0% | +22.2% | +20.6% |
| 30D | +14.1% | -4.9% | +19.0% | +15.3% |
| 3M | +45.6% | -2.3% | +47.9% | +45.5% |
| 6M | +44.1% | -23.7% | +67.8% | +53.8% |
| YTD | +91.2% | -38.5% | +129.6% | +115.9% |
| 1Y | +221.3% | -36.5% | +257.8% | +259.4% |
| 3Y | +229.2% | -28.5% | +257.7% | +252.6% |
| 5Y | +316.5% | -37.4% | +353.8% | +327.0% |
| All | +298.8% | -28.0% | +326.9% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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