+229.2%
ROIV vs MKTX
-24.9%
+254.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | 0.0% | +18.8% | +18.8% |
| 7D | +20.2% | +0.4% | +19.8% | +20.1% |
| 30D | +14.1% | +1.0% | +13.2% | +14.1% |
| 3M | +45.6% | +41.3% | +4.3% | +41.6% |
| 6M | +44.1% | -11.3% | +55.5% | +45.1% |
| YTD | +91.2% | -8.6% | +99.7% | +91.5% |
| 1Y | +221.3% | -11.1% | +232.4% | +222.5% |
| 3Y | +229.2% | -24.5% | +253.7% | +240.9% |
| All | +229.2% | -24.9% | +254.1% | +240.9% |
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 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