+260.6%
SPOT vs ROIV
+314.9%
-54.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.0% | -2.5% |
| 7D | +1.6% | +5.3% | -3.7% | +1.1% |
| 30D | +17.6% | +11.9% | +5.7% | +16.2% |
| 3M | +26.9% | +10.7% | +16.2% | +25.0% |
| 6M | +41.8% | +34.9% | +6.9% | +34.3% |
| YTD | +3.8% | +79.2% | -75.3% | -8.5% |
| 1Y | -2.5% | +89.0% | -91.5% | -15.4% |
| 3Y | +260.6% | +337.3% | -76.8% | +156.1% |
| All | +260.6% | +314.9% | -54.4% | +156.1% |
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