+0.3%
AG vs ROIV
+380.3%
-380.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -2.2% |
| 7D | -10.0% | +1.7% | -11.6% | -10.2% |
| 30D | -10.5% | +17.6% | -28.1% | -13.4% |
| 3M | -27.3% | +9.0% | -36.2% | -28.9% |
| 6M | -43.0% | +35.3% | -78.3% | -46.7% |
| YTD | -17.9% | +82.2% | -100.1% | -27.6% |
| 1Y | +11.9% | +92.3% | -80.3% | -2.4% |
| 3Y | +201.8% | +336.8% | -135.0% | +126.3% |
| All | +0.3% | +380.3% | -380.0% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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