+177.9%
ROIV vs TRU
-7.3%
+185.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +2.2% |
| 7D | +0.6% | -6.8% | +7.4% | +1.4% |
| 30D | +1.0% | 0.0% | +0.9% | +0.8% |
| 3M | +18.3% | +13.3% | +5.0% | +15.1% |
| 6M | +18.3% | +3.4% | +14.9% | +16.0% |
| YTD | +61.0% | -6.4% | +67.4% | +56.7% |
| 1Y | +177.9% | -9.7% | +187.6% | +174.5% |
| All | +177.9% | -7.3% | +185.2% | +174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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