+99.5%
U vs ROIV
+314.9%
-215.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.2% | -0.7% | +2.9% |
| 7D | +36.6% | +5.3% | +31.2% | +33.1% |
| 30D | +13.3% | +11.9% | +1.4% | +7.3% |
| 3M | +26.2% | +10.7% | +15.5% | +18.1% |
| 6M | +88.7% | +34.9% | +53.8% | +57.6% |
| YTD | +16.6% | +79.2% | -62.6% | -17.7% |
| 1Y | +29.0% | +89.0% | -60.1% | -12.5% |
| 3Y | +99.5% | +337.3% | -237.8% | -28.1% |
| All | +99.5% | +314.9% | -215.4% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling