+293.7%
ROIV vs QSR
+55.7%
+238.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | +19.0% | -4.7% | +23.7% | +20.6% |
| 30D | +16.1% | +4.3% | +11.8% | +14.1% |
| 3M | +44.1% | +5.4% | +38.7% | +40.6% |
| 6M | +37.8% | +8.2% | +29.7% | +32.9% |
| YTD | +88.7% | +14.1% | +74.5% | +77.9% |
| 1Y | +197.3% | +28.1% | +169.2% | +168.5% |
| 3Y | +224.9% | +25.3% | +199.6% | +189.4% |
| 5Y | +311.0% | +40.4% | +270.7% | +222.1% |
| All | +293.7% | +55.7% | +238.0% | +210.1% |
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