+106.7%
ROIV vs Q
+66.4%
+40.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.3% | -0.2% | +4.6% |
| 7D | +5.3% | +0.3% | +5.1% | +5.2% |
| 30D | +11.9% | -9.8% | +21.7% | +14.4% |
| 3M | +10.7% | -12.2% | +22.9% | +13.5% |
| 6M | +34.9% | -21.6% | +56.5% | +39.3% |
| YTD | +79.2% | +43.6% | +35.6% | +62.7% |
| 1Y | +89.0% | +25.7% | +63.3% | +73.1% |
| All | +106.7% | +66.4% | +40.3% | +89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling