+1,517.5%
DELL vs ROIV
+298.2%
+1,219.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +8.7% | +22.3% | -13.6% | +5.8% |
| 30D | +16.9% | +16.9% | 0.0% | +14.4% |
| 3M | +40.4% | +43.9% | -3.5% | +34.2% |
| 6M | +267.1% | +41.6% | +225.5% | +250.4% |
| YTD | +329.1% | +92.7% | +236.4% | +294.1% |
| 1Y | +346.9% | +210.2% | +136.8% | +288.2% |
| 3Y | +696.6% | +231.8% | +464.8% | +577.9% |
| 5Y | +1,106.2% | +319.8% | +786.4% | +828.1% |
| All | +1,517.5% | +298.2% | +1,219.3% | +1,134.7% |
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