+302.0%
ROIV vs SPXS
-93.0%
+395.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +1.2% |
| 7D | +22.3% | +1.2% | +21.1% | +22.7% |
| 30D | +16.9% | +5.2% | +11.7% | +18.6% |
| 3M | +43.9% | -9.2% | +53.1% | +40.7% |
| 6M | +41.6% | -29.6% | +71.2% | +29.8% |
| YTD | +92.7% | -27.6% | +120.3% | +79.2% |
| 1Y | +210.2% | -36.7% | +246.9% | +179.0% |
| 3Y | +231.8% | -79.8% | +311.7% | +134.6% |
| 5Y | +319.8% | -85.9% | +405.6% | +191.5% |
| All | +302.0% | -93.0% | +395.0% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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