+92.1%
ROIV vs TRGP
+60.7%
+31.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.2% | +4.6% |
| 7D | +13.3% | -7.2% | +20.5% | +13.2% |
| 30D | +14.8% | -4.2% | +18.9% | +14.8% |
| 3M | +11.9% | +7.0% | +5.0% | +12.4% |
| 6M | +42.4% | +11.2% | +31.2% | +41.1% |
| YTD | +87.4% | +51.1% | +36.3% | +75.5% |
| All | +92.1% | +60.7% | +31.4% | +81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling