-7.4%
T vs ROIV
+104.3%
-111.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.8% |
| 7D | +2.6% | +14.3% | -11.7% | +4.2% |
| 30D | -1.1% | +16.2% | -17.3% | +0.9% |
| 3M | -7.7% | +15.1% | -22.9% | -5.8% |
| 6M | -10.6% | +44.2% | -54.9% | -6.8% |
| YTD | -7.5% | +89.8% | -97.3% | -1.7% |
| 1Y | -7.4% | +94.6% | -102.0% | -1.8% |
| All | -7.4% | +104.3% | -111.7% | -1.8% |
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