+92.4%
ROIV vs PHM
+16.2%
+76.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.2% | -1.1% | +5.1% |
| 7D | +3.0% | +13.6% | -10.6% | +1.3% |
| 30D | +6.8% | +19.3% | -12.4% | +4.3% |
| 3M | +10.5% | +3.5% | +7.0% | +10.5% |
| 6M | +34.8% | +18.6% | +16.2% | +29.0% |
| YTD | +76.2% | +16.7% | +59.5% | +68.8% |
| 1Y | +92.4% | +14.6% | +77.8% | +82.3% |
| All | +92.4% | +16.2% | +76.2% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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