+302.0%
ROIV vs RSG
+154.4%
+147.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +22.3% | 0.0% | +22.3% | +22.3% |
| 30D | +16.9% | +3.7% | +13.2% | +16.2% |
| 3M | +43.9% | +6.2% | +37.8% | +42.1% |
| 6M | +41.6% | -2.8% | +44.4% | +42.2% |
| YTD | +92.7% | +5.9% | +86.8% | +89.9% |
| 1Y | +210.2% | -1.8% | +211.9% | +210.5% |
| 3Y | +231.8% | +57.5% | +174.3% | +203.1% |
| 5Y | +319.8% | +91.1% | +228.7% | +270.0% |
| All | +302.0% | +154.4% | +147.6% | +243.0% |
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