+92.1%
ROIV vs QS
-73.4%
+165.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.8% | -2.2% | +2.9% |
| 7D | +13.3% | +13.7% | -0.4% | +9.9% |
| 30D | +14.8% | -0.2% | +15.0% | +14.4% |
| 3M | +11.9% | -24.8% | +36.8% | +18.8% |
| 6M | +42.4% | -39.4% | +81.8% | +54.8% |
| YTD | +87.4% | -56.1% | +143.6% | +110.0% |
| All | +92.1% | -73.4% | +165.5% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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