+170.6%
ROIV vs PFG
+51.0%
+119.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.1% | +1.6% |
| 7D | +0.6% | +5.5% | -4.9% | +0.1% |
| 30D | +1.0% | +2.4% | -1.4% | +0.7% |
| 3M | +18.3% | +13.6% | +4.7% | +15.7% |
| 6M | +18.3% | +27.9% | -9.6% | +12.6% |
| YTD | +61.0% | +35.6% | +25.4% | +53.1% |
| All | +170.6% | +51.0% | +119.5% | +153.6% |
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