+89.0%
ROIV vs VRSN
+29.4%
+59.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +5.8% |
| 7D | +5.3% | +0.5% | +4.9% | +5.5% |
| 30D | +11.9% | +4.9% | +7.0% | +14.0% |
| 3M | +10.7% | +5.8% | +4.9% | +13.6% |
| 6M | +34.9% | +12.6% | +22.3% | +41.9% |
| YTD | +79.2% | +28.2% | +50.9% | +101.8% |
| 1Y | +89.0% | +30.4% | +58.6% | +113.3% |
| All | +89.0% | +29.4% | +59.6% | +113.3% |
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