+92.4%
ROIV vs RACE
+10.6%
+81.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.3% | +1.8% | +5.6% |
| 7D | +3.0% | +9.9% | -6.9% | +2.0% |
| 30D | +6.8% | +12.8% | -5.9% | +5.4% |
| 3M | +10.5% | +7.4% | +3.2% | +9.3% |
| 6M | +34.8% | +27.6% | +7.2% | +28.3% |
| YTD | +76.2% | +18.4% | +57.8% | +66.0% |
| 1Y | +92.4% | +9.5% | +82.9% | +83.9% |
| All | +92.4% | +10.6% | +81.8% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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