+389.2%
ROIV vs XHB
+28.9%
+360.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | +1.7% | -0.2% | +1.9% | +1.8% |
| 30D | +17.6% | +9.9% | +7.6% | +12.1% |
| 3M | +9.0% | -6.3% | +15.2% | +11.9% |
| 6M | +35.3% | +3.8% | +31.4% | +31.3% |
| YTD | +82.2% | +0.1% | +82.0% | +78.6% |
| 1Y | +92.3% | -0.8% | +93.1% | +88.9% |
| 3Y | +336.8% | +35.6% | +301.2% | +243.6% |
| All | +389.2% | +28.9% | +360.4% | +201.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling