+125.5%
ROMA vs VT
+60.2%
+65.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +39.4% | -1.6% | +41.1% | +41.9% |
| 30D | -24.0% | -2.5% | -21.5% | -22.0% |
| 3M | -29.8% | -1.3% | -28.5% | -28.8% |
| 6M | +6.7% | +3.1% | +3.6% | +3.1% |
| YTD | +287.0% | +10.9% | +276.0% | +255.9% |
| 1Y | +143.1% | +12.1% | +131.1% | +121.1% |
| All | +125.5% | +60.2% | +65.3% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling