+298.8%
ROIV vs QID
-88.6%
+387.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +0.3% | +18.5% | +18.8% |
| 7D | +20.2% | -2.7% | +22.9% | +19.1% |
| 30D | +14.1% | +1.8% | +12.4% | +14.9% |
| 3M | +45.6% | -2.2% | +47.8% | +46.0% |
| 6M | +44.1% | -32.1% | +76.3% | +29.8% |
| YTD | +91.2% | -28.6% | +119.7% | +75.9% |
| 1Y | +221.3% | -36.3% | +257.6% | +186.4% |
| 3Y | +229.2% | -74.4% | +303.6% | +135.3% |
| 5Y | +316.5% | -80.8% | +397.2% | +181.5% |
| All | +298.8% | -88.6% | +387.4% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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