-33.1%
ROL vs ROIV
+101.7%
-134.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +2.1% |
| 7D | +7.5% | +13.3% | -5.8% | +7.7% |
| 30D | +21.1% | +14.8% | +6.4% | +21.4% |
| 3M | +3.1% | +11.9% | -8.8% | +3.6% |
| 6M | -27.4% | +42.4% | -69.8% | -27.4% |
| YTD | -34.7% | +87.4% | -122.1% | -35.6% |
| All | -33.1% | +101.7% | -134.8% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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