+373.1%
ROIV vs LII
+22.0%
+351.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.8% | -1.4% | -3.5% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | +3.1% | -4.6% | +7.7% | +4.0% |
| 3M | +5.8% | -21.7% | +27.5% | +12.2% |
| 6M | +29.3% | -32.8% | +62.1% | +41.4% |
| YTD | +68.8% | -27.5% | +96.3% | +79.3% |
| 1Y | +81.0% | -28.0% | +109.0% | +92.4% |
| 3Y | +294.6% | -7.2% | +301.8% | +278.2% |
| 5Y | +373.1% | +22.6% | +350.5% | +198.5% |
| All | +373.1% | +22.0% | +351.1% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling