+92.4%
ROIV vs RRC
+44.7%
+47.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.5% | +9.6% | +5.4% |
| 7D | +3.0% | -6.8% | +9.8% | +1.8% |
| 30D | +6.8% | +34.7% | -27.9% | +13.2% |
| 3M | +10.5% | +31.5% | -21.0% | +16.8% |
| 6M | +34.8% | +21.8% | +13.0% | +41.3% |
| YTD | +76.2% | +48.9% | +27.3% | +85.8% |
| 1Y | +92.4% | +42.1% | +50.3% | +102.1% |
| All | +92.4% | +44.7% | +47.7% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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