+284.5%
ROIV vs SIRI
-41.2%
+325.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -4.3% |
| 7D | +9.2% | -3.7% | +12.9% | +9.6% |
| 30D | +19.9% | +20.4% | -0.5% | +17.6% |
| 3M | +10.6% | +12.5% | -1.9% | +9.1% |
| 6M | +36.1% | +23.4% | +12.6% | +32.5% |
| YTD | +84.3% | +65.2% | +19.1% | +72.8% |
| 1Y | +87.6% | +52.4% | +35.2% | +77.6% |
| 3Y | +353.9% | -22.6% | +376.5% | +355.9% |
| 5Y | +376.1% | -41.7% | +417.8% | +399.6% |
| All | +284.5% | -41.2% | +325.8% | +307.0% |
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