+2.1%
EXC vs ROIV
+91.0%
-88.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.5% | 0.0% |
| 7D | -1.9% | +9.2% | -11.1% | -1.8% |
| 30D | +7.8% | +19.9% | -12.1% | +8.0% |
| 3M | +1.9% | +10.6% | -8.7% | +2.1% |
| 6M | +3.4% | +36.1% | -32.7% | +4.1% |
| YTD | +7.6% | +84.3% | -76.7% | +8.0% |
| 1Y | +2.1% | +87.6% | -85.5% | +2.1% |
| All | +2.1% | +91.0% | -88.9% | +2.1% |
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