+100.2%
ROIV vs URA
-26.7%
+127.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.2% |
| 7D | +9.5% | +2.9% | +6.6% | +8.5% |
| 30D | +21.0% | -10.8% | +31.8% | +24.7% |
| 3M | +18.7% | -25.5% | +44.2% | +28.9% |
| 6M | +44.5% | -41.2% | +85.7% | +64.6% |
| YTD | +92.9% | -21.3% | +114.1% | +103.5% |
| 1Y | +100.2% | -25.7% | +125.9% | +112.9% |
| All | +100.2% | -26.7% | +127.0% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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