+235.9%
ROIV vs UUUU
+399.0%
-163.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +0.6% | -1.4% | +2.0% | +0.8% |
| 30D | +1.0% | +16.3% | -15.4% | -1.2% |
| 3M | +18.3% | -16.7% | +35.0% | +20.2% |
| 6M | +18.3% | -33.7% | +52.0% | +22.5% |
| YTD | +61.0% | -0.5% | +61.4% | +56.3% |
| 1Y | +177.9% | +28.9% | +149.0% | +154.7% |
| 3Y | +199.1% | +99.9% | +99.2% | +143.4% |
| 5Y | +250.7% | +135.3% | +115.4% | +178.6% |
| All | +235.9% | +399.0% | -163.1% | +161.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling