+92.4%
ROIV vs XHB
+5.8%
+86.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.4% | +0.6% | +4.5% |
| 7D | +3.0% | +9.7% | -6.7% | +0.3% |
| 30D | +6.8% | +11.7% | -4.8% | +3.5% |
| 3M | +10.5% | -1.4% | +11.9% | +11.3% |
| 6M | +34.8% | +6.8% | +28.0% | +30.3% |
| YTD | +76.2% | +5.5% | +70.7% | +71.9% |
| 1Y | +92.4% | +5.1% | +87.3% | +85.9% |
| All | +92.4% | +5.8% | +86.6% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling