+238.8%
SPOT vs ROIV
+201.4%
+37.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.3% |
| 7D | -0.9% | +0.6% | -1.6% | -1.0% |
| 30D | +12.5% | +1.0% | +11.5% | +12.2% |
| 3M | +9.9% | +18.3% | -8.4% | +7.8% |
| 6M | +1.6% | +18.3% | -16.8% | -0.9% |
| YTD | -6.6% | +61.0% | -67.6% | -13.1% |
| 1Y | -22.9% | +177.9% | -200.8% | -34.6% |
| All | +238.8% | +201.4% | +37.4% | +173.5% |
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 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