+221.3%
ROIV vs HRB
-5.9%
+227.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -6.5% | +25.2% | +18.3% |
| 7D | +20.2% | -9.1% | +29.2% | +19.6% |
| 30D | +14.1% | +0.3% | +13.9% | +13.9% |
| 3M | +45.6% | +23.4% | +22.2% | +45.5% |
| 6M | +44.1% | +45.1% | -1.0% | +45.4% |
| YTD | +91.2% | +8.9% | +82.3% | +103.0% |
| 1Y | +221.3% | -7.9% | +229.2% | +265.7% |
| All | +221.3% | -5.9% | +227.2% | +265.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling