+280.1%
ROIV vs UUUU
+127.2%
+152.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -1.0% |
| 7D | +1.7% | -1.1% | +2.7% | +1.8% |
| 30D | +17.6% | -21.0% | +38.6% | +21.0% |
| 3M | +9.0% | -54.8% | +63.8% | +20.0% |
| 6M | +35.3% | -67.3% | +102.6% | +53.8% |
| YTD | +82.2% | -54.7% | +136.8% | +94.9% |
| 1Y | +92.3% | -57.4% | +149.7% | +106.3% |
| 3Y | +336.8% | -19.6% | +356.4% | +300.7% |
| 5Y | +370.6% | -40.0% | +410.6% | +309.4% |
| All | +280.1% | +127.2% | +152.9% | +225.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling