+316.5%
ROIV vs NVS
+88.8%
+227.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -13.9% | +32.7% | +22.4% |
| 7D | +20.2% | -14.6% | +34.8% | +24.2% |
| 30D | +14.1% | -11.9% | +26.1% | +16.2% |
| 3M | +45.6% | -6.0% | +51.6% | +43.7% |
| 6M | +44.1% | -11.4% | +55.5% | +46.0% |
| YTD | +91.2% | +2.9% | +88.2% | +82.1% |
| 1Y | +221.3% | +10.2% | +211.1% | +197.0% |
| 3Y | +229.2% | +55.3% | +173.9% | +159.8% |
| 5Y | +316.5% | +89.6% | +226.9% | +167.7% |
| All | +316.5% | +88.8% | +227.7% | +167.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling