+89.0%
ROIV vs RRC
+31.6%
+57.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.9% | +9.1% | +5.6% |
| 7D | +5.3% | -10.8% | +16.2% | +3.3% |
| 30D | +11.9% | +22.3% | -10.4% | +16.5% |
| 3M | +10.7% | +26.6% | -15.9% | +16.2% |
| 6M | +34.9% | +18.9% | +16.0% | +40.4% |
| YTD | +79.2% | +39.2% | +40.0% | +86.6% |
| 1Y | +89.0% | +34.0% | +55.1% | +95.9% |
| All | +89.0% | +31.6% | +57.4% | +95.9% |
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