+243.4%
TT vs ROIV
+232.7%
+10.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.5% |
| 7D | -0.2% | +0.6% | -0.9% | -0.3% |
| 30D | -7.4% | +1.0% | -8.3% | -7.5% |
| 3M | -3.2% | +18.3% | -21.5% | -4.6% |
| 6M | +1.1% | +18.3% | -17.2% | -0.5% |
| YTD | +15.6% | +61.0% | -45.3% | +10.8% |
| 1Y | +9.2% | +177.9% | -168.7% | +0.4% |
| 3Y | +124.4% | +199.1% | -74.7% | +103.2% |
| 5Y | +138.0% | +250.7% | -112.7% | +103.1% |
| All | +243.4% | +232.7% | +10.7% | +195.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling