+92.4%
ROIV vs S
+36.5%
+55.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.4% | +6.0% |
| 7D | +3.0% | -8.2% | +11.2% | +3.6% |
| 30D | +6.8% | -7.6% | +14.5% | +7.4% |
| 3M | +10.5% | +12.0% | -1.4% | +10.0% |
| 6M | +34.8% | +50.6% | -15.8% | +30.8% |
| YTD | +76.2% | +56.6% | +19.6% | +67.8% |
| 1Y | +92.4% | +39.2% | +53.2% | +85.5% |
| All | +92.4% | +36.5% | +55.9% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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