+273.8%
ROIV vs QID
-86.6%
+360.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.5% | +8.7% | +5.4% |
| 7D | +5.3% | +9.4% | -4.1% | +8.9% |
| 30D | +11.9% | +31.2% | -19.4% | +22.8% |
| 3M | +10.7% | +17.4% | -6.7% | +17.5% |
| 6M | +34.9% | +8.4% | +26.5% | +41.3% |
| YTD | +79.2% | -15.8% | +94.9% | +75.1% |
| 1Y | +89.0% | -16.3% | +105.3% | +84.8% |
| 3Y | +337.3% | -70.4% | +407.7% | +229.1% |
| 5Y | +402.3% | -74.8% | +477.1% | +260.3% |
| All | +273.8% | -86.6% | +360.4% | +155.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling