+14.5%
NET vs ROIV
+97.8%
-83.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.6% | -3.9% |
| 7D | -16.4% | +3.0% | -19.4% | -16.9% |
| 30D | -25.8% | +6.8% | -32.7% | -27.0% |
| 3M | -11.5% | +10.5% | -22.1% | -13.9% |
| 6M | +18.9% | +34.8% | -15.9% | +10.7% |
| YTD | +35.2% | +76.2% | -41.0% | +15.5% |
| 1Y | +14.5% | +92.4% | -77.9% | -4.9% |
| All | +14.5% | +97.8% | -83.4% | -4.9% |
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