+298.8%
ROIV vs PSKY
-66.4%
+365.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.3% | +18.8% |
| 7D | +20.2% | +2.4% | +17.8% | +19.9% |
| 30D | +14.1% | +17.5% | -3.4% | +12.3% |
| 3M | +45.6% | +4.4% | +41.2% | +44.7% |
| 6M | +44.1% | -9.0% | +53.2% | +44.8% |
| YTD | +91.2% | -18.6% | +109.7% | +93.6% |
| 1Y | +221.3% | -27.7% | +249.0% | +227.2% |
| 3Y | +229.2% | -16.9% | +246.1% | +220.2% |
| 5Y | +316.5% | -70.3% | +386.7% | +325.6% |
| All | +298.8% | -66.4% | +365.3% | +313.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 10y: compounded portfolio wealth divided by compounded PSKY 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…
10y analysis · Full analysis span regression · 6 months rolling