+296.1%
ROIV vs SEI
+892.0%
-596.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | +14.3% | -10.8% | +25.1% | +15.1% |
| 30D | +16.2% | -19.0% | +35.2% | +17.6% |
| 3M | +15.1% | +5.8% | +9.3% | +13.3% |
| 6M | +44.2% | -14.9% | +59.1% | +43.5% |
| YTD | +89.8% | +35.4% | +54.4% | +81.2% |
| 1Y | +94.6% | +23.9% | +70.7% | +86.3% |
| 3Y | +367.5% | +661.3% | -293.8% | +275.3% |
| 5Y | +421.4% | +822.2% | -400.8% | +343.4% |
| All | +296.1% | +892.0% | -596.0% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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