+411.6%
ROIV vs TRGP
+415.2%
-3.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.7% | +8.8% | +6.8% |
| 7D | +5.3% | -16.0% | +21.3% | +9.3% |
| 30D | +11.9% | -6.4% | +18.3% | +13.2% |
| 3M | +10.7% | -1.0% | +11.7% | +10.3% |
| 6M | +34.9% | +7.0% | +27.9% | +31.3% |
| YTD | +79.2% | +46.1% | +33.1% | +60.4% |
| 1Y | +89.0% | +58.7% | +30.3% | +65.3% |
| 3Y | +337.3% | +221.9% | +115.5% | +207.4% |
| All | +411.6% | +415.2% | -3.6% | +323.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling