+103.5%
V vs ROIV
+403.5%
-300.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +0.6% | +14.3% | -13.7% | -0.2% |
| 30D | +9.7% | +16.2% | -6.5% | +8.7% |
| 3M | +17.3% | +15.1% | +2.2% | +16.1% |
| 6M | +33.2% | +44.2% | -11.0% | +29.7% |
| YTD | +21.3% | +89.8% | -68.5% | +15.8% |
| 1Y | +27.3% | +94.6% | -67.2% | +21.2% |
| 3Y | +76.1% | +367.5% | -291.5% | +57.9% |
| 5Y | +103.5% | +421.4% | -317.9% | +67.5% |
| All | +103.5% | +403.5% | -300.1% | +67.5% |
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