+296.1%
ROIV vs IBN
+162.2%
+133.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | 0.0% | +1.0% |
| 7D | +14.3% | +15.8% | -1.5% | +10.8% |
| 30D | +16.2% | +25.1% | -8.8% | +10.7% |
| 3M | +15.1% | +16.0% | -0.8% | +11.3% |
| 6M | +44.2% | +32.8% | +11.4% | +35.0% |
| YTD | +89.8% | +18.0% | +71.8% | +81.9% |
| 1Y | +94.6% | +15.9% | +78.7% | +87.1% |
| 3Y | +367.5% | +57.6% | +309.9% | +321.7% |
| 5Y | +421.4% | +74.7% | +346.7% | +352.0% |
| All | +296.1% | +162.2% | +133.8% | +237.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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