+336.8%
ROIV vs INDA
+16.8%
+320.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | +1.7% | +1.1% | +0.6% | +0.9% |
| 30D | +17.6% | +9.4% | +8.2% | +10.8% |
| 3M | +9.0% | +2.9% | +6.0% | +6.7% |
| 6M | +35.3% | +7.2% | +28.1% | +28.4% |
| YTD | +82.2% | -4.8% | +87.0% | +88.1% |
| 1Y | +92.3% | -5.1% | +97.3% | +98.8% |
| 3Y | +336.8% | +16.7% | +320.1% | +247.7% |
| All | +336.8% | +16.8% | +320.0% | +247.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling