+166.1%
B vs ROIV
+314.9%
-148.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.6% | -0.9% |
| 7D | +9.6% | +5.3% | +4.3% | +8.2% |
| 30D | +3.5% | +11.9% | -8.4% | +0.7% |
| 3M | -1.6% | +10.7% | -12.3% | -4.6% |
| 6M | -1.7% | +34.9% | -36.6% | -9.7% |
| YTD | -5.3% | +79.2% | -84.5% | -19.1% |
| 1Y | +27.2% | +89.0% | -61.8% | +7.0% |
| 3Y | +166.1% | +337.3% | -171.2% | +85.3% |
| All | +166.1% | +314.9% | -148.8% | +85.3% |
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 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