+280.1%
ROIV vs SPG
+255.6%
+24.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +1.7% | +2.0% | -0.3% | +1.0% |
| 30D | +17.6% | +17.2% | +0.3% | +11.2% |
| 3M | +9.0% | +6.3% | +2.6% | +6.6% |
| 6M | +35.3% | +18.7% | +16.6% | +27.0% |
| YTD | +82.2% | +30.1% | +52.1% | +65.4% |
| 1Y | +92.3% | +32.8% | +59.5% | +73.2% |
| 3Y | +336.8% | +133.6% | +203.2% | +223.6% |
| 5Y | +370.6% | +84.4% | +286.2% | +222.3% |
| All | +280.1% | +255.6% | +24.5% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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