+71.6%
RMD vs ROIV
+362.8%
-291.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.6% |
| 7D | -0.2% | +9.2% | -9.4% | -1.0% |
| 30D | +1.6% | +19.9% | -18.3% | -0.1% |
| 3M | +6.0% | +10.6% | -4.6% | +4.6% |
| 6M | +17.9% | +36.1% | -18.2% | +12.8% |
| YTD | 0.0% | +84.3% | -84.3% | -8.4% |
| 1Y | -4.5% | +87.6% | -92.1% | -12.8% |
| All | +71.6% | +362.8% | -291.2% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling