-65.8%
TEAM vs ROIV
+413.4%
-479.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +0.7% |
| 7D | -16.9% | +9.2% | -26.1% | -18.5% |
| 30D | -26.8% | +19.9% | -46.7% | -29.4% |
| 3M | -1.9% | +10.6% | -12.5% | -4.8% |
| 6M | +79.2% | +36.1% | +43.1% | +65.6% |
| YTD | -6.1% | +84.3% | -90.4% | -19.9% |
| 1Y | -2.1% | +87.6% | -89.6% | -17.0% |
| 3Y | -13.6% | +353.9% | -367.5% | -41.7% |
| 5Y | -65.8% | +376.1% | -441.9% | -82.6% |
| All | -65.8% | +413.4% | -479.1% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling