+284.5%
ROIV vs IBN
+158.6%
+126.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.2% |
| 7D | +9.2% | +5.7% | +3.5% | +8.0% |
| 30D | +19.9% | +20.5% | -0.6% | +15.1% |
| 3M | +10.6% | +15.2% | -4.7% | +7.0% |
| 6M | +36.1% | +34.5% | +1.6% | +27.0% |
| YTD | +84.3% | +16.4% | +67.9% | +77.2% |
| 1Y | +87.6% | +13.5% | +74.0% | +81.2% |
| 3Y | +353.9% | +55.4% | +298.5% | +310.7% |
| 5Y | +376.1% | +73.1% | +303.0% | +314.0% |
| All | +284.5% | +158.6% | +126.0% | +228.4% |
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