+129.6%
TT vs ROIV
+200.3%
-70.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | 0.0% | +0.6% | -0.6% | -0.1% |
| 30D | -7.2% | +1.0% | -8.1% | -7.4% |
| 3M | -3.0% | +18.3% | -21.3% | -5.9% |
| 6M | +1.4% | +18.3% | -17.0% | -2.0% |
| YTD | +15.9% | +61.0% | -45.1% | +6.0% |
| 1Y | +9.4% | +177.9% | -168.5% | -8.8% |
| All | +129.6% | +200.3% | -70.7% | +80.9% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling