+336.8%
ROIV vs NTR
+47.6%
+289.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | -0.3% | +2.0% | +1.7% |
| 30D | +17.6% | +2.0% | +15.6% | +17.3% |
| 3M | +9.0% | +6.4% | +2.6% | +8.4% |
| 6M | +35.3% | +1.6% | +33.7% | +35.2% |
| YTD | +82.2% | +18.2% | +63.9% | +75.7% |
| 1Y | +92.3% | +23.9% | +68.3% | +84.0% |
| 3Y | +336.8% | +44.7% | +292.1% | +307.8% |
| All | +336.8% | +47.6% | +289.2% | +307.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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