+367.5%
ROIV vs UUUU
-15.0%
+382.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.8% | +9.1% | +2.1% |
| 7D | +14.3% | -6.9% | +21.2% | +15.1% |
| 30D | +16.2% | -32.3% | +48.6% | +20.7% |
| 3M | +15.1% | -52.8% | +68.0% | +23.7% |
| 6M | +44.2% | -68.5% | +112.7% | +59.6% |
| YTD | +89.8% | -53.6% | +143.5% | +100.9% |
| 1Y | +94.6% | -59.1% | +153.7% | +107.4% |
| 3Y | +367.5% | -14.7% | +382.2% | +330.4% |
| All | +367.5% | -15.0% | +382.5% | +330.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling