+92.4%
ROIV vs MDY
+17.5%
+74.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.5% |
| 7D | +3.0% | +1.7% | +1.3% | +1.3% |
| 30D | +6.8% | +1.2% | +5.7% | +5.6% |
| 3M | +10.5% | -3.5% | +14.0% | +14.7% |
| 6M | +34.8% | +3.5% | +31.3% | +28.9% |
| YTD | +76.2% | +13.6% | +62.6% | +57.4% |
| 1Y | +92.4% | +17.1% | +75.3% | +68.2% |
| All | +92.4% | +17.5% | +74.9% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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