-68.1%
RGTI vs ROIV
+97.8%
-166.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -4.9% | -2.2% |
| 7D | -9.6% | +3.0% | -12.6% | -11.1% |
| 30D | -26.0% | +6.8% | -32.9% | -28.7% |
| 3M | -35.8% | +10.5% | -46.3% | -40.5% |
| 6M | -36.7% | +34.8% | -71.5% | -50.0% |
| YTD | -49.4% | +76.2% | -125.6% | -68.7% |
| 1Y | -68.1% | +92.4% | -160.5% | -82.3% |
| All | -68.1% | +97.8% | -166.0% | -82.3% |
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