+341.9%
ROIV vs PHM
+59.1%
+282.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.0% |
| 7D | +9.2% | -6.1% | +15.3% | +10.7% |
| 30D | +19.9% | +13.7% | +6.2% | +16.1% |
| 3M | +10.6% | -1.5% | +12.1% | +10.6% |
| 6M | +36.1% | +11.3% | +24.8% | +31.0% |
| YTD | +84.3% | +8.9% | +75.4% | +77.2% |
| 1Y | +87.6% | +6.1% | +81.5% | +81.3% |
| All | +341.9% | +59.1% | +282.8% | +244.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling