+280.1%
ROIV vs RACE
+104.2%
+175.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.5% | -1.5% |
| 7D | +1.7% | -1.2% | +2.9% | +2.0% |
| 30D | +17.6% | +6.1% | +11.4% | +15.8% |
| 3M | +9.0% | -0.3% | +9.2% | +8.7% |
| 6M | +35.3% | +23.4% | +11.9% | +26.8% |
| YTD | +82.2% | +12.5% | +69.6% | +74.0% |
| 1Y | +92.3% | -0.5% | +92.7% | +90.2% |
| 3Y | +336.8% | +23.6% | +313.2% | +286.9% |
| 5Y | +370.6% | +65.4% | +305.2% | +225.8% |
| All | +280.1% | +104.2% | +175.9% | +160.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling