+92.3%
ROIV vs Z
-58.2%
+150.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.6% | -1.4% |
| 7D | +1.7% | +0.8% | +0.8% | +1.6% |
| 30D | +17.6% | +5.2% | +12.4% | +17.5% |
| 3M | +9.0% | -17.0% | +26.0% | +10.3% |
| 6M | +35.3% | -22.7% | +57.9% | +39.1% |
| YTD | +82.2% | -56.3% | +138.5% | +109.4% |
| 1Y | +92.3% | -57.7% | +149.9% | +121.9% |
| All | +92.3% | -58.2% | +150.5% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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