+302.4%
ROIV vs MUB
+5.0%
+297.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.2% |
| 7D | +9.5% | +0.4% | +9.0% | +8.7% |
| 30D | +21.0% | +3.9% | +17.1% | +13.9% |
| 3M | +18.7% | -0.2% | +19.0% | +19.4% |
| 6M | +44.5% | -0.4% | +44.9% | +45.7% |
| YTD | +92.9% | +0.5% | +92.3% | +91.8% |
| 1Y | +100.2% | +0.7% | +99.6% | +98.8% |
| 3Y | +375.0% | +11.1% | +363.9% | +306.6% |
| 5Y | +435.2% | +3.7% | +431.4% | +356.4% |
| All | +302.4% | +5.0% | +297.5% | +242.9% |
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