+298.8%
ROIV vs HRB
+226.5%
+72.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -6.5% | +25.2% | +19.3% |
| 7D | +20.2% | -9.1% | +29.2% | +21.0% |
| 30D | +14.1% | +0.3% | +13.9% | +13.7% |
| 3M | +45.6% | +23.4% | +22.2% | +41.4% |
| 6M | +44.1% | +45.1% | -1.0% | +37.0% |
| YTD | +91.2% | +8.9% | +82.3% | +89.2% |
| 1Y | +221.3% | -7.9% | +229.2% | +226.2% |
| 3Y | +229.2% | +27.9% | +201.3% | +214.6% |
| 5Y | +316.5% | +108.3% | +208.1% | +305.1% |
| All | +298.8% | +226.5% | +72.3% | +288.6% |
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