+67.2%
AG vs ROIV
+250.7%
-183.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.2% |
| 7D | +1.0% | +0.6% | +0.4% | +0.9% |
| 30D | +19.2% | +1.0% | +18.2% | +18.9% |
| 3M | +6.2% | +18.3% | -12.1% | +2.9% |
| 6M | -26.7% | +18.3% | -45.0% | -29.0% |
| YTD | +26.1% | +61.0% | -34.9% | +15.6% |
| 1Y | +131.7% | +177.9% | -46.2% | +93.5% |
| 3Y | +255.3% | +199.1% | +56.3% | +188.5% |
| All | +67.2% | +250.7% | -183.5% | +19.0% |
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