+291.1%
ROIV vs HRB
+262.7%
+28.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.2% | +7.8% | +4.8% |
| 7D | +13.3% | -2.4% | +15.7% | +13.5% |
| 30D | +14.8% | +15.7% | -1.0% | +13.4% |
| 3M | +11.9% | +11.4% | +0.5% | +10.5% |
| 6M | +42.4% | +40.7% | +1.7% | +36.6% |
| YTD | +87.4% | +21.0% | +66.5% | +83.9% |
| 1Y | +97.2% | +7.2% | +90.0% | +97.1% |
| 3Y | +375.7% | +29.2% | +346.5% | +357.5% |
| 5Y | +379.0% | +142.3% | +236.7% | +364.1% |
| All | +291.1% | +262.7% | +28.3% | +277.6% |
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