+298.8%
ROIV vs SPXU
-93.2%
+392.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.7% | +17.1% | +19.3% |
| 7D | +20.2% | -1.5% | +21.6% | +19.5% |
| 30D | +14.1% | +3.7% | +10.4% | +15.4% |
| 3M | +45.6% | -9.6% | +55.2% | +42.1% |
| 6M | +44.1% | -32.4% | +76.5% | +30.6% |
| YTD | +91.2% | -28.7% | +119.8% | +77.0% |
| 1Y | +221.3% | -38.2% | +259.5% | +187.0% |
| 3Y | +229.2% | -80.4% | +309.6% | +130.5% |
| 5Y | +316.5% | -86.0% | +402.5% | +186.8% |
| All | +298.8% | -93.2% | +392.0% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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