+92.4%
ROIV vs UUUU
-55.1%
+147.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.2% |
| 7D | +3.0% | -14.4% | +17.4% | +5.1% |
| 30D | +6.8% | -33.6% | +40.5% | +12.6% |
| 3M | +10.5% | -44.2% | +54.7% | +19.0% |
| 6M | +34.8% | -66.8% | +101.6% | +52.4% |
| YTD | +76.2% | -50.6% | +126.8% | +90.3% |
| 1Y | +92.4% | -57.8% | +150.2% | +109.0% |
| All | +92.4% | -55.1% | +147.5% | +109.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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