-8.2%
NOW vs ROIV
+292.3%
-300.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.3% | -3.2% |
| 7D | -8.7% | +14.3% | -23.0% | -10.1% |
| 30D | -29.3% | +16.2% | -45.5% | -30.5% |
| 3M | -21.8% | +15.1% | -37.0% | -23.4% |
| 6M | +9.2% | +44.2% | -35.0% | +3.7% |
| YTD | -35.0% | +89.8% | -124.8% | -40.7% |
| 1Y | -42.5% | +94.6% | -137.1% | -47.7% |
| 3Y | -21.5% | +367.5% | -389.1% | -36.6% |
| 5Y | -25.8% | +421.4% | -447.2% | -46.9% |
| All | -8.2% | +292.3% | -300.4% | -29.8% |
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