+379.0%
ROIV vs TRU
-25.5%
+404.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.2% |
| 3M | +11.9% | +4.0% | +7.9% | +10.1% |
| 6M | +42.4% | +15.8% | +26.6% | +35.0% |
| YTD | +87.4% | -2.6% | +90.0% | +84.4% |
| 1Y | +97.2% | +3.9% | +93.4% | +90.4% |
| 3Y | +375.7% | +59.2% | +316.5% | +298.2% |
| 5Y | +379.0% | -25.7% | +404.7% | +383.6% |
| All | +379.0% | -25.5% | +404.6% | +383.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling