+298.8%
ROIV vs MUB
+3.6%
+295.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | 0.0% | +18.8% | +18.8% |
| 7D | +20.2% | -0.3% | +20.5% | +20.7% |
| 30D | +14.1% | -1.5% | +15.7% | +17.0% |
| 3M | +45.6% | -1.9% | +47.5% | +50.3% |
| 6M | +44.1% | -1.7% | +45.8% | +48.2% |
| YTD | +91.2% | -0.8% | +91.9% | +93.8% |
| 1Y | +221.3% | +1.5% | +219.8% | +214.9% |
| 3Y | +229.2% | +8.8% | +220.4% | +190.8% |
| 5Y | +316.5% | +2.0% | +314.5% | +264.2% |
| All | +298.8% | +3.6% | +295.3% | +246.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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