+44.9%
C vs ROIV
+177.7%
-132.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | +3.6% | +0.6% | +3.0% | +3.5% |
| 30D | +0.1% | +1.0% | -0.9% | -0.3% |
| 3M | +2.4% | +18.3% | -15.9% | -1.4% |
| 6M | +24.9% | +18.3% | +6.6% | +19.5% |
| YTD | +19.8% | +61.0% | -41.2% | +8.0% |
| 1Y | +44.9% | +177.9% | -133.0% | +24.0% |
| All | +44.9% | +177.7% | -132.8% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling