+302.4%
ROIV vs HDB
-16.7%
+319.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +9.5% | +6.9% | +2.5% | +7.7% |
| 30D | +21.0% | +15.2% | +5.8% | +16.8% |
| 3M | +18.7% | +11.7% | +7.0% | +15.0% |
| 6M | +44.5% | +7.5% | +37.0% | +41.0% |
| YTD | +92.9% | -28.8% | +121.6% | +109.6% |
| 1Y | +100.2% | -29.1% | +129.3% | +117.9% |
| 3Y | +375.0% | -7.0% | +382.0% | +375.9% |
| 5Y | +435.2% | -22.1% | +457.2% | +427.4% |
| All | +302.4% | -16.7% | +319.1% | +295.1% |
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