+10.3%
P vs ROIV
+104.3%
-94.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.2% |
| 7D | -13.3% | +14.3% | -27.6% | -16.2% |
| 30D | -34.0% | +16.2% | -50.2% | -36.5% |
| 3M | +4.1% | +15.1% | -11.0% | -0.5% |
| 6M | +30.5% | +44.2% | -13.7% | +16.7% |
| YTD | +52.2% | +89.8% | -37.6% | +21.7% |
| 1Y | +10.3% | +94.6% | -84.3% | -12.0% |
| All | +10.3% | +104.3% | -94.0% | -12.0% |
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