+362.4%
ROIV vs RVTY
+90.0%
+272.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +9.5% | -0.7% | +10.2% | +9.7% |
| 30D | +21.0% | +1.7% | +19.2% | +20.3% |
| 3M | +18.7% | +36.8% | -18.1% | +8.2% |
| 6M | +44.5% | +60.1% | -15.6% | +24.8% |
| YTD | +92.9% | +64.0% | +28.9% | +64.2% |
| 1Y | +100.2% | +68.2% | +32.0% | +68.8% |
| All | +362.4% | +90.0% | +272.4% | +257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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