+280.1%
ROIV vs IBB
+45.5%
+234.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -0.7% |
| 7D | +1.7% | -0.5% | +2.2% | +2.3% |
| 30D | +17.6% | +4.6% | +13.0% | +12.9% |
| 3M | +9.0% | +6.8% | +2.1% | +1.5% |
| 6M | +35.3% | +23.1% | +12.2% | +9.9% |
| YTD | +82.2% | +26.0% | +56.1% | +45.2% |
| 1Y | +92.3% | +30.4% | +61.9% | +48.4% |
| 3Y | +336.8% | +85.4% | +251.4% | +140.6% |
| 5Y | +370.6% | +39.7% | +330.9% | +190.3% |
| All | +280.1% | +45.5% | +234.6% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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