+302.0%
ROIV vs INDA
+36.3%
+265.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | +22.3% | -2.6% | +24.9% | +23.9% |
| 30D | +16.9% | -2.9% | +19.8% | +18.5% |
| 3M | +43.9% | +2.4% | +41.5% | +41.6% |
| 6M | +41.6% | -2.6% | +44.2% | +43.1% |
| YTD | +92.7% | -10.0% | +102.6% | +102.9% |
| 1Y | +210.2% | -7.7% | +217.8% | +222.1% |
| 3Y | +231.8% | +8.9% | +222.9% | +219.2% |
| 5Y | +319.8% | +6.0% | +313.8% | +293.8% |
| All | +302.0% | +36.3% | +265.7% | +268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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