+267.7%
EOG vs ROIV
+298.2%
-30.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.1% |
| 7D | -1.3% | +22.3% | -23.6% | -2.0% |
| 30D | +3.4% | +16.9% | -13.5% | +2.8% |
| 3M | +7.8% | +43.9% | -36.1% | +6.4% |
| 6M | +13.4% | +41.6% | -28.2% | +11.8% |
| YTD | +43.5% | +92.7% | -49.2% | +39.5% |
| 1Y | +29.7% | +210.2% | -180.5% | +23.3% |
| 3Y | +23.2% | +231.8% | -208.6% | +15.8% |
| 5Y | +176.4% | +319.8% | -143.4% | +132.1% |
| All | +267.7% | +298.2% | -30.5% | +194.7% |
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