+112.0%
ROST vs ROIV
+380.3%
-268.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -2.2% |
| 7D | +0.3% | +1.7% | -1.4% | +0.1% |
| 30D | +0.5% | +17.6% | -17.1% | -0.8% |
| 3M | -5.2% | +9.0% | -14.2% | -6.1% |
| 6M | +9.8% | +35.3% | -25.5% | +6.6% |
| YTD | +29.4% | +82.2% | -52.8% | +22.4% |
| 1Y | +44.4% | +92.3% | -47.9% | +35.8% |
| 3Y | +95.0% | +336.8% | -241.8% | +71.1% |
| All | +112.0% | +380.3% | -268.4% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling