+284.5%
ROIV vs MDY
+77.9%
+206.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -3.5% |
| 7D | +9.2% | +3.0% | +6.2% | +6.8% |
| 30D | +19.9% | +0.8% | +19.1% | +19.3% |
| 3M | +10.6% | -5.1% | +15.7% | +15.3% |
| 6M | +36.1% | +1.2% | +34.9% | +35.0% |
| YTD | +84.3% | +12.5% | +71.8% | +68.9% |
| 1Y | +87.6% | +13.8% | +73.8% | +70.3% |
| 3Y | +353.9% | +56.4% | +297.5% | +222.3% |
| 5Y | +376.1% | +35.3% | +340.8% | +241.1% |
| All | +284.5% | +77.9% | +206.6% | +172.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling