+284.5%
ROIV vs TRGP
+1,210.5%
-925.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -6.0% | -4.7% |
| 7D | +9.2% | +9.0% | +0.2% | +7.6% |
| 30D | +19.9% | +1.5% | +18.4% | +19.4% |
| 3M | +10.6% | +10.7% | -0.1% | +8.4% |
| 6M | +36.1% | +17.1% | +18.9% | +31.6% |
| YTD | +84.3% | +63.6% | +20.7% | +67.1% |
| 1Y | +87.6% | +77.0% | +10.6% | +67.5% |
| 3Y | +353.9% | +273.2% | +80.8% | +253.6% |
| 5Y | +376.1% | +508.6% | -132.5% | +278.8% |
| All | +284.5% | +1,210.5% | -925.9% | +210.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling