+92.1%
ROIV vs RACE
+3.0%
+89.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.5% |
| 7D | +13.3% | +3.9% | +9.4% | +12.9% |
| 30D | +14.8% | +7.4% | +7.3% | +13.9% |
| 3M | +11.9% | +1.6% | +10.3% | +11.6% |
| 6M | +42.4% | +23.3% | +19.1% | +36.2% |
| YTD | +87.4% | +14.7% | +72.8% | +76.7% |
| All | +92.1% | +3.0% | +89.1% | +84.5% |
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