+296.1%
ROIV vs HDB
-16.8%
+312.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | +14.3% | +12.7% | +1.6% | +11.1% |
| 30D | +16.2% | +16.6% | -0.4% | +11.8% |
| 3M | +15.1% | +10.8% | +4.3% | +11.8% |
| 6M | +44.2% | +3.8% | +40.4% | +42.0% |
| YTD | +89.8% | -28.9% | +118.7% | +106.4% |
| 1Y | +94.6% | -28.0% | +122.5% | +110.8% |
| 3Y | +367.5% | -7.2% | +374.7% | +368.5% |
| 5Y | +421.4% | -22.2% | +443.6% | +414.0% |
| All | +296.1% | -16.8% | +312.9% | +289.1% |
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