+311.9%
ROIV vs PCOR
+44.3%
+267.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -2.4% | +23.7% | -26.1% | -5.6% |
| 30D | +3.1% | +39.0% | -35.9% | -2.0% |
| 3M | +5.8% | +35.8% | -29.9% | +0.6% |
| 6M | +29.3% | +38.2% | -8.9% | +22.3% |
| YTD | +68.8% | +3.9% | +64.8% | +68.4% |
| 1Y | +81.0% | +5.7% | +75.3% | +79.4% |
| All | +311.9% | +44.3% | +267.6% | +213.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling