+46.1%
GOOGL vs ROIV
+177.7%
-131.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | -2.3% | +0.6% | -3.0% | -2.4% |
| 30D | -6.6% | +1.0% | -7.6% | -6.8% |
| 3M | -9.0% | +18.3% | -27.3% | -10.8% |
| 6M | +11.8% | +18.3% | -6.5% | +8.9% |
| YTD | +8.3% | +61.0% | -52.7% | +5.7% |
| 1Y | +46.1% | +177.9% | -131.8% | +35.6% |
| All | +46.1% | +177.7% | -131.5% | +35.6% |
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