+43.1%
DE vs ROIV
+221.6%
-178.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +18.8% | -20.6% | -2.9% |
| 7D | +0.7% | +20.2% | -19.5% | -0.5% |
| 30D | +9.6% | +14.1% | -4.5% | +8.7% |
| 3M | +19.0% | +45.6% | -26.6% | +14.2% |
| 6M | +16.1% | +44.1% | -28.1% | +11.4% |
| YTD | +47.0% | +91.2% | -44.1% | +36.3% |
| 1Y | +43.1% | +221.3% | -178.2% | +30.4% |
| All | +43.1% | +221.6% | -178.4% | +30.4% |
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