+87.6%
ROIV vs STT
+48.2%
+39.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.2% | -4.3% |
| 7D | +9.2% | +5.1% | +4.1% | +6.9% |
| 30D | +19.9% | -0.2% | +20.1% | +19.9% |
| 3M | +10.6% | -8.1% | +18.7% | +13.7% |
| 6M | +36.1% | +16.6% | +19.4% | +25.0% |
| YTD | +84.3% | +37.8% | +46.5% | +58.5% |
| 1Y | +87.6% | +46.8% | +40.7% | +58.4% |
| All | +87.6% | +48.2% | +39.4% | +58.4% |
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