+277.2%
GOOGL vs ROIV
+295.0%
-17.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +18.8% | -18.8% | -1.4% |
| 7D | +1.1% | +20.2% | -19.1% | -0.4% |
| 30D | -4.4% | +14.1% | -18.6% | -5.5% |
| 3M | -6.8% | +45.6% | -52.4% | -9.7% |
| 6M | +13.6% | +44.1% | -30.6% | +10.1% |
| YTD | +8.3% | +91.2% | -82.8% | +2.6% |
| 1Y | +44.9% | +221.3% | -176.4% | +32.0% |
| 3Y | +150.5% | +229.2% | -78.7% | +125.3% |
| 5Y | +137.7% | +316.5% | -178.7% | +103.7% |
| All | +277.2% | +295.0% | -17.9% | +230.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling