+147.7%
P vs ROIV
+200.3%
-52.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.0% |
| 7D | +6.5% | +0.6% | +5.9% | +6.4% |
| 30D | +18.8% | +1.0% | +17.9% | +18.4% |
| 3M | +26.7% | +18.3% | +8.5% | +21.7% |
| 6M | +62.2% | +18.3% | +43.8% | +54.6% |
| YTD | +48.5% | +61.0% | -12.5% | +30.2% |
| 1Y | +26.4% | +177.9% | -151.5% | -3.7% |
| All | +147.7% | +200.3% | -52.6% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling