+210.2%
ROIV vs MDY
+14.2%
+196.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.8% |
| 7D | +22.3% | -0.8% | +23.1% | +23.0% |
| 30D | +16.9% | -3.9% | +20.7% | +21.2% |
| 3M | +43.9% | 0.0% | +44.0% | +43.5% |
| 6M | +41.6% | +8.5% | +33.0% | +30.4% |
| YTD | +92.7% | +13.2% | +79.5% | +75.1% |
| 1Y | +210.2% | +15.0% | +195.1% | +182.7% |
| All | +210.2% | +14.2% | +196.0% | +182.7% |
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