+316.5%
ROIV vs INDA
+7.2%
+309.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.6% | +20.4% | +19.8% |
| 7D | +20.2% | -1.0% | +21.2% | +20.7% |
| 30D | +14.1% | -2.5% | +16.7% | +15.8% |
| 3M | +45.6% | +4.0% | +41.6% | +41.3% |
| 6M | +44.1% | -1.8% | +45.9% | +45.2% |
| YTD | +91.2% | -9.2% | +100.3% | +102.3% |
| 1Y | +221.3% | -7.2% | +228.5% | +235.1% |
| 3Y | +229.2% | +9.8% | +219.4% | +208.4% |
| 5Y | +316.5% | +7.5% | +309.0% | +273.2% |
| All | +316.5% | +7.2% | +309.3% | +273.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling