+92.4%
ROIV vs PFG
+46.8%
+45.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.1% | +1.9% | +5.9% |
| 7D | +3.0% | +4.9% | -1.9% | +2.8% |
| 30D | +6.8% | +5.7% | +1.2% | +6.7% |
| 3M | +10.5% | +2.6% | +8.0% | +10.1% |
| 6M | +34.8% | +19.8% | +15.0% | +30.2% |
| YTD | +76.2% | +36.3% | +39.9% | +68.2% |
| 1Y | +92.4% | +47.9% | +44.5% | +80.0% |
| All | +92.4% | +46.8% | +45.6% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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