+132.2%
ROIV vs SOLS
+23.7%
+108.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +1.0% |
| 7D | +14.3% | +5.3% | +9.0% | +13.2% |
| 30D | +16.2% | +6.0% | +10.2% | +14.9% |
| 3M | +15.1% | +7.9% | +7.2% | +13.6% |
| 6M | +44.2% | -16.7% | +60.9% | +47.0% |
| YTD | +89.8% | +34.3% | +55.5% | +87.1% |
| 1Y | +94.6% | +38.2% | +56.3% | +92.5% |
| All | +132.2% | +23.7% | +108.5% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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