+151.7%
SLB vs ROIV
+276.5%
-124.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.6% | +1.6% |
| 7D | +3.5% | +1.7% | +1.8% | +3.4% |
| 30D | +6.5% | +17.6% | -11.1% | +5.4% |
| 3M | -0.2% | +9.0% | -9.2% | -1.0% |
| 6M | -5.7% | +35.3% | -41.0% | -8.0% |
| YTD | +36.8% | +82.2% | -45.3% | +30.5% |
| 1Y | +45.8% | +92.3% | -46.5% | +38.5% |
| 3Y | +3.4% | +336.8% | -333.4% | -7.4% |
| 5Y | +76.1% | +370.6% | -294.5% | +48.3% |
| All | +151.7% | +276.5% | -124.8% | +113.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling