+291.1%
ROIV vs VRSN
+51.1%
+239.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.8% |
| 7D | +13.3% | -0.8% | +14.1% | +13.5% |
| 30D | +14.8% | +0.7% | +14.1% | +14.6% |
| 3M | +11.9% | +4.1% | +7.8% | +10.8% |
| 6M | +42.4% | +6.7% | +35.7% | +39.4% |
| YTD | +87.4% | +27.1% | +60.4% | +73.1% |
| 1Y | +97.2% | +28.0% | +69.3% | +81.6% |
| 3Y | +375.7% | +52.6% | +323.1% | +301.0% |
| 5Y | +379.0% | +33.3% | +345.7% | +288.5% |
| All | +291.1% | +51.1% | +239.9% | +218.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling