+197.3%
ROIV vs SCHG
+11.9%
+185.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.8% |
| 7D | +19.0% | -2.7% | +21.7% | +21.3% |
| 30D | +16.1% | -2.2% | +18.4% | +17.9% |
| 3M | +44.1% | +6.2% | +37.9% | +36.6% |
| 6M | +37.8% | +13.4% | +24.5% | +23.7% |
| YTD | +88.7% | +7.1% | +81.6% | +70.9% |
| 1Y | +197.3% | +12.5% | +184.8% | +173.1% |
| All | +197.3% | +11.9% | +185.4% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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