+298.8%
ROIV vs TRU
-15.5%
+314.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.8% | +21.5% | +19.4% |
| 7D | +20.2% | -7.2% | +27.4% | +22.0% |
| 30D | +14.1% | -2.8% | +17.0% | +14.5% |
| 3M | +45.6% | +13.0% | +32.6% | +39.9% |
| 6M | +44.1% | +0.7% | +43.5% | +42.0% |
| YTD | +91.2% | -9.0% | +100.1% | +91.7% |
| 1Y | +221.3% | -16.3% | +237.6% | +227.7% |
| 3Y | +229.2% | -1.1% | +230.3% | +214.0% |
| 5Y | +316.5% | -36.0% | +352.5% | +313.4% |
| All | +298.8% | -15.5% | +314.3% | +291.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling