+316.5%
ROIV vs TRI
-7.1%
+323.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -6.5% | +25.3% | +19.5% |
| 7D | +20.2% | -7.1% | +27.3% | +21.0% |
| 30D | +14.1% | -2.3% | +16.5% | +13.9% |
| 3M | +45.6% | +19.6% | +26.0% | +38.5% |
| 6M | +44.1% | -8.7% | +52.8% | +45.6% |
| YTD | +91.2% | -22.3% | +113.4% | +103.2% |
| 1Y | +221.3% | -40.7% | +262.0% | +276.8% |
| 3Y | +229.2% | -17.8% | +247.0% | +219.7% |
| 5Y | +316.5% | -8.5% | +325.0% | +197.1% |
| All | +316.5% | -7.1% | +323.6% | +197.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling