+252.1%
ROIV vs RACE
+109.8%
+142.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.9% | -3.6% |
| 7D | -2.4% | +5.7% | -8.1% | -3.7% |
| 30D | +3.1% | +9.3% | -6.2% | +0.8% |
| 3M | +5.8% | +3.8% | +2.0% | +4.5% |
| 6M | +29.3% | +29.8% | -0.5% | +19.5% |
| YTD | +68.8% | +15.6% | +53.1% | +60.1% |
| 1Y | +81.0% | +5.1% | +76.0% | +76.4% |
| 3Y | +294.6% | +30.8% | +263.8% | +243.4% |
| 5Y | +373.1% | +67.4% | +305.7% | +225.3% |
| All | +252.1% | +109.8% | +142.3% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling