+291.1%
ROIV vs SEI
+903.9%
-612.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.4% | -3.8% | +3.8% |
| 7D | +13.3% | -4.3% | +17.6% | +13.3% |
| 30D | +14.8% | -18.0% | +32.8% | +16.0% |
| 3M | +11.9% | +8.2% | +3.7% | +9.9% |
| 6M | +42.4% | -13.9% | +56.3% | +41.5% |
| YTD | +87.4% | +37.0% | +50.4% | +78.7% |
| 1Y | +97.2% | +24.5% | +72.7% | +88.7% |
| 3Y | +375.7% | +681.1% | -305.4% | +281.1% |
| 5Y | +379.0% | +787.5% | -408.4% | +307.5% |
| All | +291.1% | +903.9% | -612.8% | +243.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling