+404.4%
SNXX vs ROIV
+80.1%
+324.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.1% | -5.9% | -6.6% |
| 7D | +16.8% | +19.0% | -2.2% | +3.0% |
| 30D | +65.3% | +16.1% | +49.1% | +46.6% |
| 3M | -34.8% | +44.1% | -78.9% | -46.5% |
| 6M | +255.1% | +37.8% | +217.3% | +191.8% |
| All | +404.4% | +80.1% | +324.3% | +308.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling