+92.1%
ROIV vs MDY
+14.9%
+77.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.2% | +1.4% | +1.3% |
| 7D | +13.3% | +0.7% | +12.6% | +12.6% |
| 30D | +14.8% | +1.3% | +13.5% | +13.3% |
| 3M | +11.9% | -4.1% | +16.0% | +16.9% |
| 6M | +42.4% | +1.0% | +41.4% | +39.6% |
| YTD | +87.4% | +13.3% | +74.1% | +67.3% |
| All | +92.1% | +14.9% | +77.3% | +69.2% |
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