+100.2%
ROIV vs TRI
-16.5%
+116.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +9.5% | -7.2% | +16.6% | +8.9% |
| 30D | +21.0% | +4.4% | +16.6% | +21.5% |
| 3M | +18.7% | +4.5% | +14.2% | +19.5% |
| 6M | +44.5% | +23.7% | +20.8% | +46.2% |
| YTD | +92.9% | -14.4% | +107.2% | +93.1% |
| 1Y | +100.2% | -17.4% | +117.6% | +99.9% |
| All | +100.2% | -16.5% | +116.7% | +99.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling