+164.7%
B vs ROIV
+290.8%
-126.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.5% |
| 7D | +4.3% | -2.4% | +6.7% | +4.9% |
| 30D | -0.9% | +3.1% | -4.0% | -1.7% |
| 3M | -1.4% | +5.8% | -7.2% | -3.3% |
| 6M | +5.0% | +29.3% | -24.3% | -2.5% |
| YTD | -5.8% | +68.8% | -74.6% | -18.4% |
| 1Y | +25.6% | +81.0% | -55.4% | +6.7% |
| All | +164.7% | +290.8% | -126.2% | +87.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling