+376.1%
ROIV vs NTR
+21.6%
+354.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.4% |
| 7D | +9.2% | -1.4% | +10.6% | +9.4% |
| 30D | +19.9% | +2.2% | +17.7% | +19.5% |
| 3M | +10.6% | +6.8% | +3.8% | +9.5% |
| 6M | +36.1% | +0.6% | +35.5% | +35.7% |
| YTD | +84.3% | +18.2% | +66.1% | +77.7% |
| 1Y | +87.6% | +21.3% | +66.3% | +80.0% |
| 3Y | +353.9% | +46.6% | +307.3% | +317.0% |
| 5Y | +376.1% | +21.3% | +354.8% | +460.9% |
| All | +376.1% | +21.6% | +354.4% | +460.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling