+221.3%
ROIV vs IAG
+100.7%
+120.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.8% | +20.6% | +19.0% |
| 7D | +20.2% | +4.3% | +15.9% | +19.2% |
| 30D | +14.1% | +9.8% | +4.4% | +12.2% |
| 3M | +45.6% | +28.9% | +16.7% | +38.1% |
| 6M | +44.1% | -7.6% | +51.7% | +43.3% |
| YTD | +91.2% | +22.0% | +69.2% | +82.6% |
| 1Y | +221.3% | +99.5% | +121.8% | +211.6% |
| All | +221.3% | +100.7% | +120.6% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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