+293.7%
ROIV vs SIRI
-47.0%
+340.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.2% |
| 7D | +19.0% | -3.0% | +22.0% | +19.3% |
| 30D | +16.1% | +1.3% | +14.9% | +15.9% |
| 3M | +44.1% | +5.6% | +38.5% | +42.9% |
| 6M | +37.8% | +35.1% | +2.7% | +32.8% |
| YTD | +88.7% | +49.0% | +39.6% | +78.9% |
| 1Y | +197.3% | +26.8% | +170.6% | +187.2% |
| 3Y | +224.9% | -23.7% | +248.6% | +226.9% |
| 5Y | +311.0% | -41.8% | +352.9% | +340.0% |
| All | +293.7% | -47.0% | +340.6% | +321.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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