-26.0%
NOW vs ROIV
+369.5%
-395.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.2% | -1.7% | -5.4% |
| 7D | -6.7% | -2.4% | -4.3% | -6.4% |
| 30D | -25.8% | +3.1% | -28.9% | -26.1% |
| 3M | -12.7% | +5.8% | -18.5% | -13.8% |
| 6M | +11.2% | +29.3% | -18.1% | +6.3% |
| YTD | -33.2% | +68.8% | -101.9% | -38.8% |
| 1Y | -41.8% | +81.0% | -122.8% | -47.2% |
| 3Y | -15.7% | +294.6% | -310.3% | -32.1% |
| 5Y | -26.0% | +373.1% | -399.2% | -49.4% |
| All | -26.0% | +369.5% | -395.5% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling