+87.6%
ROIV vs IT
-17.7%
+105.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.5% |
| 7D | +9.2% | -3.7% | +12.9% | +9.1% |
| 30D | +19.9% | -3.1% | +23.0% | +19.9% |
| 3M | +10.6% | +6.3% | +4.3% | +10.9% |
| 6M | +36.1% | +24.8% | +11.3% | +36.1% |
| YTD | +84.3% | -24.4% | +108.6% | +85.8% |
| 1Y | +87.6% | -17.1% | +104.6% | +86.8% |
| All | +87.6% | -17.7% | +105.2% | +86.8% |
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