+376.1%
ROIV vs STLA
-74.2%
+450.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.1% | +1.6% | -3.6% |
| 7D | +9.2% | -13.1% | +22.3% | +11.3% |
| 30D | +19.9% | -13.3% | +33.2% | +22.1% |
| 3M | +10.6% | -27.9% | +38.4% | +15.1% |
| 6M | +36.1% | -47.8% | +83.9% | +48.5% |
| YTD | +84.3% | -64.6% | +148.8% | +112.2% |
| 1Y | +87.6% | -64.0% | +151.6% | +114.4% |
| 3Y | +353.9% | -76.8% | +430.8% | +459.7% |
| 5Y | +376.1% | -74.2% | +450.2% | +466.3% |
| All | +376.1% | -74.2% | +450.2% | +466.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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