+94.6%
ROIV vs STT
+48.0%
+46.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.1% |
| 7D | +14.3% | +1.1% | +13.2% | +13.8% |
| 30D | +16.2% | -1.9% | +18.1% | +17.0% |
| 3M | +15.1% | -7.6% | +22.7% | +18.0% |
| 6M | +44.2% | +16.0% | +28.2% | +32.7% |
| YTD | +89.8% | +36.2% | +53.6% | +63.5% |
| 1Y | +94.6% | +46.8% | +47.8% | +62.9% |
| All | +94.6% | +48.0% | +46.6% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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