+3.9%
P vs ROIV
+93.5%
-89.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.6% | +1.8% |
| 7D | -23.8% | +5.3% | -29.1% | -24.7% |
| 30D | -36.6% | +11.9% | -48.5% | -38.3% |
| 3M | +10.9% | +10.7% | +0.2% | +7.0% |
| 6M | +30.0% | +34.9% | -4.9% | +18.3% |
| YTD | +44.4% | +79.2% | -34.8% | +17.0% |
| 1Y | +3.9% | +89.0% | -85.1% | -14.9% |
| All | +3.9% | +93.5% | -89.5% | -14.9% |
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