+250.4%
ROIV vs HRB
+126.2%
+124.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +1.9% |
| 7D | +0.6% | -5.7% | +6.3% | +1.3% |
| 30D | +1.0% | +7.9% | -7.0% | -0.1% |
| 3M | +18.3% | +32.1% | -13.8% | +13.8% |
| 6M | +18.3% | +62.2% | -43.9% | +10.5% |
| YTD | +61.0% | +16.4% | +44.6% | +58.6% |
| 1Y | +177.9% | -0.3% | +178.2% | +181.3% |
| 3Y | +199.1% | +36.0% | +163.0% | +181.5% |
| All | +250.4% | +126.2% | +124.1% | +243.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling