+74.4%
DECK vs ROIV
+232.7%
-158.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +1.4% |
| 7D | -2.2% | +0.6% | -2.9% | -2.3% |
| 30D | -13.6% | +1.0% | -14.5% | -13.8% |
| 3M | -21.2% | +18.3% | -39.5% | -22.8% |
| 6M | -21.1% | +18.3% | -39.4% | -22.8% |
| YTD | -17.2% | +61.0% | -78.2% | -21.6% |
| 1Y | -30.7% | +177.9% | -208.6% | -38.0% |
| 3Y | -3.4% | +199.1% | -202.4% | -15.0% |
| 5Y | +25.5% | +250.7% | -225.2% | +2.9% |
| All | +74.4% | +232.7% | -158.2% | +45.5% |
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 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