+210.2%
ROIV vs NVS
+10.4%
+199.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +22.3% | -15.4% | +37.7% | +22.6% |
| 30D | +16.9% | -12.3% | +29.2% | +15.1% |
| 3M | +43.9% | -7.8% | +51.7% | +37.2% |
| 6M | +41.6% | -13.0% | +54.6% | +39.2% |
| YTD | +92.7% | +2.8% | +89.9% | +77.9% |
| 1Y | +210.2% | +10.6% | +199.5% | +178.2% |
| All | +210.2% | +10.4% | +199.8% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling