+284.5%
ROIV vs HRB
+260.9%
+23.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -4.0% | -4.4% |
| 7D | +9.2% | -7.8% | +17.0% | +9.8% |
| 30D | +19.9% | +15.7% | +4.2% | +18.5% |
| 3M | +10.6% | -5.5% | +16.1% | +11.0% |
| 6M | +36.1% | +41.1% | -5.1% | +30.5% |
| YTD | +84.3% | +20.4% | +63.9% | +80.9% |
| 1Y | +87.6% | +15.2% | +72.3% | +85.3% |
| 3Y | +353.9% | +24.3% | +329.6% | +338.8% |
| 5Y | +376.1% | +144.7% | +231.4% | +360.7% |
| All | +284.5% | +260.9% | +23.6% | +271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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