+9.7%
RMD vs ROIV
+295.0%
-285.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +18.8% | -21.9% | -4.6% |
| 7D | -4.5% | +20.2% | -24.6% | -5.9% |
| 30D | +4.6% | +14.1% | -9.5% | +3.4% |
| 3M | +14.8% | +45.6% | -30.8% | +11.1% |
| 6M | -12.1% | +44.1% | -56.2% | -15.0% |
| YTD | -7.5% | +91.2% | -98.6% | -12.7% |
| 1Y | -20.1% | +221.3% | -241.4% | -27.8% |
| 3Y | +53.9% | +229.2% | -175.3% | +37.1% |
| 5Y | -22.2% | +316.5% | -338.7% | -34.4% |
| All | +9.7% | +295.0% | -285.4% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling