+280.1%
ROIV vs QSR
+54.8%
+225.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +1.7% | -2.9% | +4.6% | +2.6% |
| 30D | +17.6% | +4.1% | +13.4% | +16.0% |
| 3M | +9.0% | -0.7% | +9.6% | +8.7% |
| 6M | +35.3% | +0.4% | +34.8% | +34.1% |
| YTD | +82.2% | +13.5% | +68.6% | +71.9% |
| 1Y | +92.3% | +11.0% | +81.3% | +82.9% |
| 3Y | +336.8% | +22.0% | +314.8% | +293.4% |
| 5Y | +370.6% | +57.1% | +313.5% | +270.7% |
| All | +280.1% | +54.8% | +225.3% | +199.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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