+260.4%
ROIV vs UUUU
+97.0%
+163.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.0% | +17.7% | +18.6% |
| 7D | +20.2% | +2.8% | +17.3% | +19.8% |
| 30D | +14.1% | +3.4% | +10.7% | +13.6% |
| 3M | +45.6% | -3.9% | +49.5% | +45.3% |
| 6M | +44.1% | -23.2% | +67.3% | +45.9% |
| YTD | +91.2% | +0.6% | +90.6% | +87.4% |
| 1Y | +221.3% | +22.9% | +198.4% | +203.0% |
| All | +260.4% | +97.0% | +163.3% | +203.3% |
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