+337.3%
ROIV vs RACE
+28.1%
+309.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +6.4% |
| 7D | +5.3% | +5.1% | +0.3% | +4.4% |
| 30D | +11.9% | +7.7% | +4.2% | +10.4% |
| 3M | +10.7% | +2.2% | +8.5% | +10.0% |
| 6M | +34.9% | +23.8% | +11.2% | +28.5% |
| YTD | +79.2% | +13.9% | +65.3% | +72.7% |
| 1Y | +89.0% | +3.8% | +85.2% | +85.6% |
| 3Y | +337.3% | +28.0% | +309.3% | +301.8% |
| All | +337.3% | +28.1% | +309.2% | +301.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling