+250.4%
ROIV vs RACE
+93.6%
+156.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.1% |
| 7D | +0.6% | -2.5% | +3.2% | +1.3% |
| 30D | +1.0% | +0.8% | +0.2% | +0.6% |
| 3M | +18.3% | +17.2% | +1.1% | +12.3% |
| 6M | +18.3% | +13.6% | +4.7% | +13.0% |
| YTD | +61.0% | +12.2% | +48.8% | +53.6% |
| 1Y | +177.9% | -16.3% | +194.1% | +188.7% |
| 3Y | +199.1% | +36.4% | +162.6% | +148.1% |
| All | +250.4% | +93.6% | +156.8% | +106.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling