+92.3%
ROIV vs RACE
-1.0%
+93.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.5% | -1.3% |
| 7D | +1.7% | -1.2% | +2.9% | +1.9% |
| 30D | +17.6% | +6.1% | +11.4% | +16.9% |
| 3M | +9.0% | -0.3% | +9.2% | +8.9% |
| 6M | +35.3% | +23.4% | +11.9% | +29.1% |
| YTD | +82.2% | +12.5% | +69.6% | +72.2% |
| 1Y | +92.3% | -0.5% | +92.7% | +94.3% |
| All | +92.3% | -1.0% | +93.2% | +94.3% |
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