+376.1%
ROIV vs SPXU
-83.8%
+459.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.5% | -4.1% |
| 7D | +9.2% | -9.4% | +18.6% | +6.0% |
| 30D | +19.9% | +7.4% | +12.5% | +23.7% |
| 3M | +10.6% | +6.2% | +4.4% | +13.8% |
| 6M | +36.1% | -7.2% | +43.3% | +35.3% |
| YTD | +84.3% | -26.8% | +111.1% | +72.5% |
| 1Y | +87.6% | -26.3% | +113.8% | +76.4% |
| 3Y | +353.9% | -80.6% | +434.5% | +204.9% |
| 5Y | +376.1% | -83.6% | +459.6% | +213.2% |
| All | +376.1% | -83.8% | +459.9% | +213.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling