+87.6%
ROIV vs USFD
+50.4%
+37.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.1% | -4.2% |
| 7D | +9.2% | +1.3% | +7.9% | +9.0% |
| 30D | +19.9% | +10.6% | +9.3% | +18.2% |
| 3M | +10.6% | -2.4% | +13.0% | +10.8% |
| 6M | +36.1% | +28.9% | +7.2% | +29.4% |
| YTD | +84.3% | +43.7% | +40.6% | +68.4% |
| 1Y | +87.6% | +48.5% | +39.1% | +69.8% |
| All | +87.6% | +50.4% | +37.2% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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