+250.4%
ROIV vs USFD
+215.8%
+34.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +0.6% | -3.0% | +3.6% | +1.7% |
| 30D | +1.0% | +3.5% | -2.6% | -0.4% |
| 3M | +18.3% | +26.6% | -8.3% | +8.1% |
| 6M | +18.3% | +11.7% | +6.6% | +12.8% |
| YTD | +61.0% | +38.1% | +22.8% | +40.7% |
| 1Y | +177.9% | +33.4% | +144.5% | +145.5% |
| 3Y | +199.1% | +155.8% | +43.2% | +101.7% |
| All | +250.4% | +215.8% | +34.5% | +110.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling