+210.2%
ROIV vs SIRI
+22.5%
+187.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.7% |
| 7D | +22.3% | -3.9% | +26.2% | +21.8% |
| 30D | +16.9% | -0.8% | +17.7% | +16.8% |
| 3M | +43.9% | +4.3% | +39.6% | +44.2% |
| 6M | +41.6% | +34.1% | +7.5% | +47.1% |
| YTD | +92.7% | +47.3% | +45.4% | +99.2% |
| 1Y | +210.2% | +22.9% | +187.2% | +215.3% |
| All | +210.2% | +22.5% | +187.7% | +215.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling