+36.1%
ROIV vs SIRI
+20.5%
+15.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -4.4% |
| 7D | +9.2% | -3.7% | +12.9% | +9.4% |
| 30D | +19.9% | +20.4% | -0.5% | +20.6% |
| 3M | +10.6% | +12.5% | -1.9% | +10.3% |
| 6M | +36.1% | +23.4% | +12.6% | +28.1% |
| All | +36.1% | +20.5% | +15.6% | +28.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling