-9.1%
T vs ROIV
+177.7%
-186.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.5% | -1.8% |
| 7D | -1.3% | +0.6% | -1.9% | -1.2% |
| 30D | +11.4% | +1.0% | +10.4% | +11.5% |
| 3M | +14.3% | +18.3% | -4.0% | +15.8% |
| 6M | -9.3% | +18.3% | -27.6% | -7.9% |
| YTD | +7.1% | +61.0% | -53.9% | +10.4% |
| 1Y | -9.1% | +177.9% | -187.0% | -11.6% |
| All | -9.1% | +177.7% | -186.8% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling