+221.3%
ROIV vs VRSN
+1.6%
+219.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -3.4% | +22.1% | +17.6% |
| 7D | +20.2% | -2.1% | +22.3% | +19.4% |
| 30D | +14.1% | -3.9% | +18.1% | +12.8% |
| 3M | +45.6% | -0.1% | +45.7% | +45.2% |
| 6M | +44.1% | +16.4% | +27.7% | +52.8% |
| YTD | +91.2% | +17.2% | +73.9% | +104.2% |
| 1Y | +221.3% | +1.0% | +220.3% | +265.1% |
| All | +221.3% | +1.6% | +219.7% | +265.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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