+92.4%
ROIV vs IRE
-97.6%
+190.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -23.2% | +29.3% | +7.3% |
| 7D | +3.0% | -46.8% | +49.8% | +6.0% |
| 30D | +6.8% | -75.5% | +82.4% | +14.2% |
| 3M | +10.5% | -79.4% | +89.9% | +18.3% |
| 6M | +34.8% | -91.3% | +126.1% | +44.4% |
| YTD | +76.2% | -90.8% | +167.0% | +81.3% |
| 1Y | +92.4% | -97.7% | +190.1% | +106.2% |
| All | +92.4% | -97.6% | +190.0% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling