+183.3%
ROIV vs MOH
+4.9%
+178.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | +0.2% |
| 7D | +16.9% | +1.7% | +15.2% | +17.5% |
| 30D | +12.9% | -0.9% | +13.8% | +12.9% |
| 3M | +37.3% | +5.7% | +31.6% | +40.3% |
| 6M | +38.0% | +39.1% | -1.1% | +53.8% |
| YTD | +88.1% | +17.7% | +70.4% | +101.9% |
| 1Y | +183.3% | +8.4% | +174.9% | +204.9% |
| All | +183.3% | +4.9% | +178.3% | +204.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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