-35.3%
TEAM vs ROIV
+292.3%
-327.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.3% | -4.3% |
| 7D | -22.2% | +14.3% | -36.5% | -24.1% |
| 30D | -28.1% | +16.2% | -44.4% | -30.1% |
| 3M | -2.2% | +15.1% | -17.3% | -5.4% |
| 6M | +62.2% | +44.2% | +18.0% | +49.5% |
| YTD | -8.4% | +89.8% | -98.2% | -21.0% |
| 1Y | -6.6% | +94.6% | -101.2% | -20.1% |
| 3Y | -15.7% | +367.5% | -383.2% | -41.0% |
| 5Y | -65.7% | +421.4% | -487.1% | -80.5% |
| All | -35.3% | +292.3% | -327.6% | -59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling