+78.4%
DECK vs ROIV
+248.8%
-170.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -1.2% |
| 7D | +6.0% | -2.4% | +8.4% | +6.2% |
| 30D | +7.4% | +3.1% | +4.4% | +7.1% |
| 3M | -11.7% | +5.8% | -17.5% | -12.4% |
| 6M | -11.0% | +29.3% | -40.3% | -13.8% |
| YTD | -15.4% | +68.8% | -84.1% | -20.4% |
| 1Y | +7.2% | +81.0% | -73.8% | +0.1% |
| 3Y | -11.8% | +294.6% | -306.4% | -23.9% |
| 5Y | +24.3% | +373.1% | -348.8% | -5.0% |
| All | +78.4% | +248.8% | -170.4% | +47.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling