+316.5%
ROIV vs UUUU
+118.2%
+198.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.0% | +17.7% | +18.6% |
| 7D | +20.2% | +2.8% | +17.3% | +19.7% |
| 30D | +14.1% | +3.4% | +10.7% | +13.3% |
| 3M | +45.6% | -3.9% | +49.5% | +45.4% |
| 6M | +44.1% | -23.2% | +67.3% | +47.1% |
| YTD | +91.2% | +0.6% | +90.6% | +83.4% |
| 1Y | +221.3% | +22.9% | +198.4% | +188.2% |
| 3Y | +229.2% | +98.6% | +130.6% | +149.5% |
| 5Y | +316.5% | +130.2% | +186.2% | +213.1% |
| All | +316.5% | +118.2% | +198.3% | +213.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling