+389.2%
ROIV vs QID
-76.9%
+466.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -0.2% |
| 7D | +1.7% | -7.1% | +8.8% | -0.7% |
| 30D | +17.6% | +12.6% | +4.9% | +23.7% |
| 3M | +9.0% | +14.2% | -5.3% | +15.4% |
| 6M | +35.3% | +6.2% | +29.1% | +41.5% |
| YTD | +82.2% | -21.8% | +104.0% | +73.3% |
| 1Y | +92.3% | -23.1% | +115.4% | +82.0% |
| 3Y | +336.8% | -71.3% | +408.1% | +212.6% |
| All | +389.2% | -76.9% | +466.1% | +223.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling