+952.3%
ROIV vs GGLL
+184.7%
+767.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GGLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.5% | +0.3% | -3.8% |
| 7D | -2.4% | -1.3% | -1.1% | -2.3% |
| 30D | +3.1% | -36.3% | +39.3% | +6.4% |
| 3M | +5.8% | -42.7% | +48.5% | +10.1% |
| 6M | +29.3% | -53.1% | +82.4% | +36.4% |
| YTD | +68.8% | -32.1% | +100.8% | +70.9% |
| 1Y | +81.0% | -20.1% | +101.1% | +80.0% |
| 3Y | +294.6% | +151.7% | +142.9% | +252.0% |
| All | +952.3% | +184.7% | +767.6% | +934.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GGLL.
Daily Out/Under-Performance
Portfolio return minus GGLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GGLL 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 5y: compounded portfolio wealth divided by compounded GGLL 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…
5y analysis · Full analysis span regression · 6 months rolling