+337.3%
ROIV vs MDY
+50.6%
+286.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.5% | +5.6% |
| 7D | +5.3% | -1.7% | +7.0% | +6.9% |
| 30D | +11.9% | -0.9% | +12.8% | +12.9% |
| 3M | +10.7% | -5.7% | +16.4% | +16.4% |
| 6M | +34.9% | -2.9% | +37.8% | +38.3% |
| YTD | +79.2% | +9.8% | +69.3% | +66.1% |
| 1Y | +89.0% | +13.5% | +75.5% | +70.6% |
| 3Y | +337.3% | +51.9% | +285.4% | +188.0% |
| All | +337.3% | +50.6% | +286.8% | +188.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling