+146.8%
GOOG vs ROIV
+253.6%
-106.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +18.8% | -18.7% | -1.5% |
| 7D | +1.1% | +20.2% | -19.1% | -0.6% |
| 30D | -5.1% | +14.1% | -19.2% | -6.3% |
| 3M | -7.1% | +45.6% | -52.7% | -10.5% |
| 6M | +12.7% | +44.1% | -31.5% | +8.4% |
| YTD | +7.1% | +91.2% | -84.1% | +0.6% |
| 1Y | +43.6% | +221.3% | -177.7% | +28.1% |
| 3Y | +146.8% | +229.2% | -82.4% | +111.7% |
| All | +146.8% | +253.6% | -106.9% | +111.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling