+389.2%
ROIV vs MUB
+2.5%
+386.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.6% |
| 7D | +1.7% | -1.3% | +2.9% | +3.9% |
| 30D | +17.6% | +2.2% | +15.4% | +13.6% |
| 3M | +9.0% | -1.6% | +10.6% | +12.2% |
| 6M | +35.3% | -1.3% | +36.6% | +38.6% |
| YTD | +82.2% | -0.7% | +82.8% | +84.8% |
| 1Y | +92.3% | -0.2% | +92.5% | +93.7% |
| 3Y | +336.8% | +9.6% | +327.2% | +278.4% |
| All | +389.2% | +2.5% | +386.7% | +371.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling