+273.8%
ROIV vs HRB
+274.9%
-1.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.2% | +10.4% | +6.5% |
| 7D | +5.3% | +2.7% | +2.6% | +5.1% |
| 30D | +11.9% | +22.1% | -10.2% | +10.2% |
| 3M | +10.7% | +15.7% | -5.0% | +9.0% |
| 6M | +34.9% | +83.3% | -48.4% | +25.4% |
| YTD | +79.2% | +25.0% | +54.2% | +75.4% |
| 1Y | +89.0% | +6.9% | +82.1% | +89.5% |
| 3Y | +337.3% | +39.0% | +298.3% | +317.1% |
| 5Y | +402.3% | +146.4% | +255.9% | +386.5% |
| All | +273.8% | +274.9% | -1.0% | +260.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling