+235.9%
ROIV vs VRSN
+44.3%
+191.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +0.6% | +0.1% | +0.6% | +0.6% |
| 30D | +1.0% | -0.2% | +1.1% | +1.0% |
| 3M | +18.3% | -0.3% | +18.6% | +18.0% |
| 6M | +18.3% | +23.0% | -4.7% | +10.8% |
| YTD | +61.0% | +21.3% | +39.6% | +50.3% |
| 1Y | +177.9% | +6.7% | +171.2% | +171.2% |
| 3Y | +199.1% | +45.0% | +154.1% | +155.2% |
| 5Y | +250.7% | +35.0% | +215.7% | +189.9% |
| All | +235.9% | +44.3% | +191.5% | +176.5% |
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