+92.1%
ROIV vs Q
+32.1%
+60.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.9% | -2.3% | +2.8% |
| 7D | +13.3% | +8.4% | +4.9% | +11.0% |
| 30D | +14.8% | -1.2% | +16.0% | +14.7% |
| 3M | +11.9% | -9.3% | +21.2% | +13.7% |
| 6M | +42.4% | -15.0% | +57.4% | +44.1% |
| YTD | +87.4% | +53.5% | +33.9% | +64.9% |
| All | +92.1% | +32.1% | +60.0% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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