+53.5%
RGTI vs ROIV
+256.4%
-202.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.3% |
| 7D | -2.5% | +0.6% | -3.1% | -2.7% |
| 30D | -9.4% | +1.0% | -10.4% | -9.7% |
| 3M | -37.1% | +18.3% | -55.4% | -40.2% |
| 6M | -14.4% | +18.3% | -32.7% | -19.1% |
| YTD | -31.4% | +61.0% | -92.3% | -40.9% |
| 1Y | +0.5% | +177.9% | -177.4% | -25.4% |
| 3Y | +726.1% | +199.1% | +527.0% | +501.5% |
| 5Y | +56.2% | +250.7% | -194.5% | -3.8% |
| All | +53.5% | +256.4% | -202.9% | -5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling