+87.6%
ROIV vs TAP
-13.1%
+100.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.5% |
| 7D | +9.2% | -6.3% | +15.5% | +8.1% |
| 30D | +19.9% | +2.7% | +17.2% | +20.8% |
| 3M | +10.6% | -3.7% | +14.3% | +10.6% |
| 6M | +36.1% | -2.0% | +38.1% | +36.7% |
| YTD | +84.3% | -12.3% | +96.6% | +84.2% |
| 1Y | +87.6% | -10.1% | +97.6% | +88.3% |
| All | +87.6% | -13.1% | +100.6% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling