+316.5%
ROIV vs TRGP
+631.5%
-315.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.5% | +17.3% | +18.4% |
| 7D | +20.2% | -0.6% | +20.8% | +20.4% |
| 30D | +14.1% | +14.6% | -0.4% | +10.9% |
| 3M | +45.6% | +11.9% | +33.7% | +41.7% |
| 6M | +44.1% | +25.3% | +18.9% | +36.1% |
| YTD | +91.2% | +61.9% | +29.3% | +69.7% |
| 1Y | +221.3% | +87.3% | +134.0% | +174.4% |
| 3Y | +229.2% | +268.0% | -38.8% | +134.7% |
| 5Y | +316.5% | +638.2% | -321.8% | +248.1% |
| All | +316.5% | +631.5% | -315.0% | +248.1% |
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 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