+277.3%
GOOGL vs ROIV
+232.7%
+44.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.2% |
| 7D | -2.3% | +0.6% | -2.9% | -2.3% |
| 30D | -6.6% | +1.0% | -7.5% | -6.7% |
| 3M | -8.9% | +18.3% | -27.2% | -10.3% |
| 6M | +11.9% | +18.3% | -6.5% | +10.1% |
| YTD | +8.3% | +61.0% | -52.6% | +4.1% |
| 1Y | +46.2% | +177.9% | -131.7% | +34.7% |
| 3Y | +151.9% | +199.1% | -47.2% | +128.4% |
| 5Y | +137.7% | +250.7% | -113.0% | +106.5% |
| All | +277.3% | +232.7% | +44.6% | +235.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling