+341.9%
ROIV vs VRSN
+53.4%
+288.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.5% |
| 7D | +9.2% | +0.1% | +9.1% | +9.2% |
| 30D | +19.9% | +3.6% | +16.4% | +20.1% |
| 3M | +10.6% | +10.8% | -0.2% | +11.2% |
| 6M | +36.1% | +9.9% | +26.1% | +36.6% |
| YTD | +84.3% | +29.8% | +54.5% | +84.0% |
| 1Y | +87.6% | +26.3% | +61.3% | +88.3% |
| All | +341.9% | +53.4% | +288.5% | +313.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling