+965.9%
ANET vs ROIV
+289.9%
+676.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | 0.0% | -1.8% |
| 7D | -1.3% | +19.0% | -20.3% | -3.8% |
| 30D | -4.5% | +16.1% | -20.6% | -6.6% |
| 3M | +24.5% | +44.1% | -19.6% | +18.1% |
| 6M | +35.4% | +37.8% | -2.5% | +28.7% |
| YTD | +44.2% | +88.7% | -44.4% | +31.3% |
| 1Y | +25.4% | +197.3% | -171.9% | +7.5% |
| 3Y | +284.8% | +224.9% | +59.9% | +221.6% |
| 5Y | +761.7% | +311.0% | +450.6% | +540.0% |
| All | +965.9% | +289.9% | +676.0% | +703.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling