+293.7%
ROIV vs RSG
+152.8%
+140.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | +19.0% | -1.8% | +20.8% | +19.3% |
| 30D | +16.1% | +2.8% | +13.4% | +15.6% |
| 3M | +44.1% | +4.3% | +39.8% | +42.7% |
| 6M | +37.8% | -0.5% | +38.4% | +37.7% |
| YTD | +88.7% | +5.2% | +83.4% | +86.1% |
| 1Y | +197.3% | -2.1% | +199.4% | +197.8% |
| 3Y | +224.9% | +56.5% | +168.4% | +197.0% |
| 5Y | +311.0% | +89.5% | +221.5% | +262.7% |
| All | +293.7% | +152.8% | +140.9% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RSG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling