+8.6%
FOXA vs ROIV
+177.7%
-169.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.3% |
| 7D | -4.0% | +0.6% | -4.6% | -3.9% |
| 30D | +12.0% | +1.0% | +11.0% | +12.0% |
| 3M | +0.3% | +18.3% | -18.0% | +0.4% |
| 6M | +12.5% | +18.3% | -5.8% | +12.7% |
| YTD | -9.6% | +61.0% | -70.6% | -9.1% |
| 1Y | +8.6% | +177.9% | -169.3% | +7.5% |
| All | +8.6% | +177.7% | -169.1% | +7.5% |
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 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