-9.2%
RGTI vs ROIV
+196.0%
-205.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.7% |
| 7D | -0.1% | +19.0% | -19.1% | -10.8% |
| 30D | -16.2% | +16.1% | -32.3% | -24.3% |
| 3M | -22.0% | +44.1% | -66.1% | -38.5% |
| 6M | -10.8% | +37.8% | -48.6% | -29.5% |
| YTD | -31.6% | +88.7% | -120.2% | -58.7% |
| All | -9.2% | +196.0% | -205.2% | -48.2% |
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 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