+92.4%
ROIV vs PCOR
+4.0%
+88.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +19.7% | -13.6% | +5.3% |
| 7D | +3.0% | +21.8% | -18.8% | +2.3% |
| 30D | +6.8% | +39.5% | -32.7% | +6.0% |
| 3M | +10.5% | +35.2% | -24.7% | +9.6% |
| 6M | +34.8% | +21.7% | +13.1% | +35.6% |
| YTD | +76.2% | +3.9% | +72.2% | +78.6% |
| 1Y | +92.4% | +6.9% | +85.5% | +93.2% |
| All | +92.4% | +4.0% | +88.4% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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