+375.7%
ROIV vs TRU
+62.7%
+312.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.4% | +2.2% | +4.1% |
| 7D | +13.3% | +4.9% | +8.4% | +12.1% |
| 30D | +14.8% | +26.9% | -12.2% | +8.6% |
| 3M | +11.9% | +4.0% | +7.9% | +10.3% |
| 6M | +42.4% | +15.8% | +26.6% | +35.1% |
| YTD | +87.4% | -2.6% | +90.0% | +84.5% |
| 1Y | +97.2% | +3.9% | +93.4% | +90.3% |
| 3Y | +375.7% | +59.2% | +316.5% | +301.7% |
| All | +375.7% | +62.7% | +312.9% | +301.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling