+250.4%
ROIV vs SPXU
-86.1%
+336.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.9% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | +1.0% | +0.8% | +0.1% | +1.3% |
| 3M | +18.3% | -4.7% | +23.0% | +17.5% |
| 6M | +18.3% | -29.6% | +47.9% | +7.9% |
| YTD | +61.0% | -29.9% | +90.8% | +47.6% |
| 1Y | +177.9% | -39.1% | +217.0% | +145.3% |
| 3Y | +199.1% | -80.0% | +279.1% | +104.3% |
| All | +250.4% | -86.1% | +336.5% | +136.2% |
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