+302.0%
ROIV vs SEI
+982.9%
-680.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | +0.2% |
| 7D | +22.3% | +28.2% | -5.9% | +19.6% |
| 30D | +16.9% | +15.5% | +1.4% | +15.2% |
| 3M | +43.9% | -1.4% | +45.3% | +42.9% |
| 6M | +41.6% | +37.4% | +4.2% | +36.4% |
| YTD | +92.7% | +47.8% | +44.9% | +84.2% |
| 1Y | +210.2% | +174.3% | +35.9% | +182.0% |
| 3Y | +231.8% | +598.5% | -366.7% | +169.4% |
| 5Y | +319.8% | +1,026.2% | -706.4% | +258.5% |
| All | +302.0% | +982.9% | -680.9% | +254.5% |
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