+210.2%
ROIV vs QSR
+29.2%
+180.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.9% |
| 7D | +22.3% | -2.4% | +24.7% | +22.3% |
| 30D | +16.9% | +5.7% | +11.2% | +15.1% |
| 3M | +43.9% | +6.9% | +37.0% | +40.7% |
| 6M | +41.6% | +6.9% | +34.7% | +37.7% |
| YTD | +92.7% | +14.9% | +77.8% | +83.3% |
| 1Y | +210.2% | +29.1% | +181.1% | +175.5% |
| All | +210.2% | +29.2% | +180.9% | +175.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling