+52.7%
ROST vs ROIV
+221.6%
-168.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +18.8% | -19.3% | -1.8% |
| 7D | 0.0% | +20.2% | -20.1% | -1.2% |
| 30D | -10.2% | +14.1% | -24.3% | -11.0% |
| 3M | +1.0% | +45.6% | -44.6% | -2.6% |
| 6M | +8.7% | +44.1% | -35.4% | +4.6% |
| YTD | +27.8% | +91.2% | -63.3% | +22.0% |
| 1Y | +52.7% | +221.3% | -168.6% | +39.0% |
| All | +52.7% | +221.6% | -168.9% | +39.0% |
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