+291.1%
ROIV vs TRI
+50.1%
+241.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.8% | +8.4% | +4.9% |
| 7D | +13.3% | -11.4% | +24.7% | +14.4% |
| 30D | +14.8% | +4.9% | +9.8% | +13.9% |
| 3M | +11.9% | +7.0% | +4.9% | +10.3% |
| 6M | +42.4% | +18.2% | +24.2% | +36.9% |
| YTD | +87.4% | -14.8% | +102.2% | +94.6% |
| 1Y | +97.2% | -18.0% | +115.2% | +106.9% |
| 3Y | +375.7% | -12.0% | +387.6% | +371.8% |
| 5Y | +379.0% | -0.8% | +379.9% | +305.5% |
| All | +291.1% | +50.1% | +241.0% | +238.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling