+411.6%
ROIV vs TECH
-40.1%
+451.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | +5.3% | +0.2% | +5.2% | +5.3% |
| 30D | +11.9% | +0.3% | +11.5% | +11.8% |
| 3M | +10.7% | +1.3% | +9.4% | +10.2% |
| 6M | +34.9% | +54.0% | -19.1% | +15.7% |
| YTD | +79.2% | +24.3% | +54.9% | +62.2% |
| 1Y | +89.0% | +25.8% | +63.2% | +69.8% |
| 3Y | +337.3% | +26.0% | +311.4% | +265.4% |
| All | +411.6% | -40.1% | +451.7% | +408.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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