+302.0%
ROIV vs TRI
+34.4%
+267.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.6% | +1.0% |
| 7D | +22.3% | -8.4% | +30.7% | +23.2% |
| 30D | +16.9% | -6.5% | +23.3% | +17.2% |
| 3M | +43.9% | +18.6% | +25.3% | +37.7% |
| 6M | +41.6% | -10.4% | +52.0% | +43.0% |
| YTD | +92.7% | -23.7% | +116.4% | +102.9% |
| 1Y | +210.2% | -42.5% | +252.6% | +256.1% |
| 3Y | +231.8% | -19.3% | +251.1% | +230.5% |
| 5Y | +319.8% | -9.7% | +329.4% | +262.4% |
| All | +302.0% | +34.4% | +267.6% | +252.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling