+362.4%
ROIV vs MKTX
-22.1%
+384.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +9.5% | +0.3% | +9.2% | +9.4% |
| 30D | +21.0% | +0.9% | +20.0% | +20.9% |
| 3M | +18.7% | +2.7% | +16.0% | +18.4% |
| 6M | +44.5% | +15.6% | +28.9% | +42.3% |
| YTD | +92.9% | -7.0% | +99.9% | +93.3% |
| 1Y | +100.2% | -1.2% | +101.5% | +99.3% |
| All | +362.4% | -22.1% | +384.5% | +400.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling