+280.1%
ROIV vs MKTX
-68.6%
+348.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | +0.2% | +1.4% | +1.6% |
| 30D | +17.6% | +0.9% | +16.7% | +17.4% |
| 3M | +9.0% | +2.6% | +6.4% | +8.5% |
| 6M | +35.3% | +20.4% | +14.9% | +30.7% |
| YTD | +82.2% | -7.1% | +89.2% | +83.3% |
| 1Y | +92.3% | -2.8% | +95.0% | +91.8% |
| 3Y | +336.8% | -21.7% | +358.5% | +344.8% |
| 5Y | +370.6% | -54.5% | +425.1% | +392.5% |
| All | +280.1% | -68.6% | +348.7% | +305.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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