+60.4%
D vs ROIV
+200.3%
-139.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.5% |
| 7D | +0.4% | +0.6% | -0.2% | +0.4% |
| 30D | -3.6% | +1.0% | -4.5% | -3.6% |
| 3M | -1.0% | +18.3% | -19.3% | -1.8% |
| 6M | +6.3% | +18.3% | -12.0% | +5.3% |
| YTD | +14.7% | +61.0% | -46.3% | +11.3% |
| 1Y | +16.9% | +177.9% | -160.9% | +8.6% |
| All | +60.4% | +200.3% | -139.9% | +44.5% |
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