-23.2%
TEAM vs ROIV
+295.0%
-318.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +18.8% | -25.7% | -10.2% |
| 7D | -5.7% | +20.2% | -25.8% | -9.1% |
| 30D | +18.3% | +14.1% | +4.2% | +15.0% |
| 3M | +80.2% | +45.6% | +34.6% | +67.0% |
| 6M | +111.0% | +44.1% | +66.9% | +94.8% |
| YTD | +8.8% | +91.2% | -82.3% | -6.0% |
| 1Y | +2.2% | +221.3% | -219.1% | -21.4% |
| 3Y | -14.6% | +229.2% | -243.8% | -36.3% |
| 5Y | -53.8% | +316.5% | -370.3% | -72.4% |
| All | -23.2% | +295.0% | -318.3% | -52.2% |
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