+280.1%
ROIV vs RSG
+190.2%
+89.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +1.7% | +2.5% | -0.8% | +1.3% |
| 30D | +17.6% | +12.7% | +4.9% | +15.5% |
| 3M | +9.0% | +17.9% | -9.0% | +6.2% |
| 6M | +35.3% | +25.0% | +10.3% | +30.0% |
| YTD | +82.2% | +20.8% | +61.4% | +75.9% |
| 1Y | +92.3% | +24.3% | +68.0% | +84.5% |
| 3Y | +336.8% | +65.3% | +271.5% | +297.2% |
| 5Y | +370.6% | +99.1% | +271.5% | +305.4% |
| All | +280.1% | +190.2% | +89.9% | +217.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling