+24.3%
W vs ROIV
+97.8%
-73.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.1% | +4.9% | +8.2% |
| 7D | +8.4% | +3.0% | +5.3% | +7.1% |
| 30D | +16.5% | +6.8% | +9.7% | +13.1% |
| 3M | +6.4% | +10.5% | -4.1% | +0.3% |
| 6M | +90.5% | +34.8% | +55.7% | +62.9% |
| YTD | +23.1% | +76.2% | -53.1% | -5.3% |
| 1Y | +24.3% | +92.4% | -68.1% | -10.3% |
| All | +24.3% | +97.8% | -73.6% | -10.3% |
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