+92.4%
ROIV vs IRM
+19.5%
+72.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +5.4% |
| 7D | +3.0% | +2.6% | +0.4% | +2.0% |
| 30D | +6.8% | +5.6% | +1.2% | +4.4% |
| 3M | +10.5% | -4.7% | +15.2% | +12.5% |
| 6M | +34.8% | -6.1% | +40.9% | +37.4% |
| YTD | +76.2% | +46.3% | +29.8% | +42.6% |
| 1Y | +92.4% | +18.7% | +73.7% | +64.1% |
| All | +92.4% | +19.5% | +72.9% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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