+94.6%
ROIV vs S
+37.8%
+56.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +14.3% | +1.4% | +12.9% | +14.1% |
| 30D | +16.2% | -10.8% | +27.0% | +17.0% |
| 3M | +15.1% | +5.4% | +9.7% | +14.9% |
| 6M | +44.2% | +41.2% | +3.0% | +40.6% |
| YTD | +89.8% | +56.2% | +33.6% | +80.3% |
| 1Y | +94.6% | +36.3% | +58.3% | +87.5% |
| All | +94.6% | +37.8% | +56.7% | +87.5% |
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