+298.8%
ROIV vs IT
+11.4%
+287.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -7.4% | +26.2% | +19.9% |
| 7D | +20.2% | -9.1% | +29.3% | +21.6% |
| 30D | +14.1% | -7.0% | +21.2% | +14.9% |
| 3M | +45.6% | +7.6% | +38.0% | +41.6% |
| 6M | +44.1% | +2.1% | +42.0% | +40.9% |
| YTD | +91.2% | -31.6% | +122.7% | +102.9% |
| 1Y | +221.3% | -29.9% | +251.2% | +236.9% |
| 3Y | +229.2% | -51.3% | +280.5% | +274.3% |
| 5Y | +316.5% | -44.8% | +361.3% | +327.7% |
| All | +298.8% | +11.4% | +287.4% | +293.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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