+119.2%
ROIV vs SOLS
+10.3%
+108.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.4% | +0.8% | +5.5% |
| 7D | +5.3% | -4.2% | +9.5% | +5.7% |
| 30D | +11.9% | -3.9% | +15.8% | +12.2% |
| 3M | +10.7% | -6.6% | +17.3% | +11.5% |
| 6M | +34.9% | -29.1% | +64.0% | +40.5% |
| YTD | +79.2% | +19.8% | +59.4% | +79.5% |
| 1Y | +89.0% | +29.2% | +59.8% | +89.8% |
| All | +119.2% | +10.3% | +108.9% | +120.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling