-15.7%
RMD vs ROIV
+177.7%
-193.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | -5.0% | +0.6% | -5.6% | -5.0% |
| 30D | +2.2% | +1.0% | +1.3% | +1.9% |
| 3M | +17.8% | +18.3% | -0.4% | +15.4% |
| 6M | -11.3% | +18.3% | -29.7% | -13.5% |
| YTD | -4.4% | +61.0% | -65.4% | -8.2% |
| 1Y | -15.7% | +177.9% | -193.6% | -19.2% |
| All | -15.7% | +177.7% | -193.4% | -19.2% |
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