+37.2%
GOOG vs ROIV
+224.1%
-186.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.1% |
| 7D | -1.6% | +22.3% | -23.9% | -2.9% |
| 30D | -7.7% | +16.9% | -24.5% | -8.7% |
| 3M | -9.3% | +43.9% | -53.2% | -12.3% |
| 6M | +7.4% | +41.6% | -34.1% | +3.5% |
| YTD | +4.9% | +92.7% | -87.8% | +1.4% |
| 1Y | +37.2% | +210.2% | -172.9% | +29.3% |
| All | +37.2% | +224.1% | -186.9% | +29.3% |
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