+89.0%
ROIV vs IT
-20.0%
+109.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.0% | +10.2% | +6.0% |
| 7D | +5.3% | -16.9% | +22.2% | +4.7% |
| 30D | +11.9% | +2.3% | +9.6% | +12.2% |
| 3M | +10.7% | +2.9% | +7.8% | +11.1% |
| 6M | +34.9% | +25.9% | +9.1% | +34.8% |
| YTD | +79.2% | -24.6% | +103.8% | +79.6% |
| 1Y | +89.0% | -16.0% | +105.1% | +88.6% |
| All | +89.0% | -20.0% | +109.0% | +88.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling