+280.1%
ROIV vs RGEN
-4.9%
+285.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.3% |
| 7D | +1.7% | -3.3% | +5.0% | +2.5% |
| 30D | +17.6% | -5.8% | +23.4% | +19.3% |
| 3M | +9.0% | +0.2% | +8.8% | +8.4% |
| 6M | +35.3% | +56.8% | -21.5% | +19.8% |
| YTD | +82.2% | +2.4% | +79.8% | +77.7% |
| 1Y | +92.3% | +11.4% | +80.8% | +83.4% |
| 3Y | +336.8% | +15.2% | +321.6% | +293.8% |
| 5Y | +370.6% | -35.1% | +405.7% | +334.2% |
| All | +280.1% | -4.9% | +285.0% | +246.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling