-0.1%
GOOG vs ROIV
+96.8%
-96.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.9% |
| 7D | +1.2% | +9.5% | -8.3% | +0.6% |
| 30D | -16.7% | +21.0% | -37.7% | -17.7% |
| 3M | -15.2% | +18.7% | -33.9% | -16.2% |
| 6M | -24.8% | +44.5% | -69.3% | -27.0% |
| YTD | -7.2% | +92.9% | -100.1% | -8.4% |
| 1Y | -0.1% | +100.2% | -100.4% | -0.7% |
| All | -0.1% | +96.8% | -96.9% | -0.7% |
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 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