+199.9%
TER vs ROIV
+177.7%
+22.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +4.7% |
| 7D | +0.6% | +0.6% | 0.0% | +0.3% |
| 30D | -8.3% | +1.0% | -9.2% | -9.0% |
| 3M | -12.2% | +18.3% | -30.5% | -18.2% |
| 6M | +17.1% | +18.3% | -1.3% | +8.2% |
| YTD | +84.7% | +61.0% | +23.7% | +53.6% |
| 1Y | +199.9% | +177.9% | +22.0% | +157.3% |
| All | +199.9% | +177.7% | +22.3% | +157.3% |
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