+3.5%
W vs ROIV
+96.8%
-93.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.0% |
| 7D | -7.4% | +9.5% | -16.9% | -11.1% |
| 30D | +7.8% | +21.0% | -13.2% | -1.0% |
| 3M | +10.9% | +18.7% | -7.8% | +1.3% |
| 6M | +86.4% | +44.5% | +41.9% | +54.4% |
| YTD | +14.0% | +92.9% | -78.9% | -15.5% |
| 1Y | +3.5% | +100.2% | -96.7% | -25.8% |
| All | +3.5% | +96.8% | -93.3% | -25.8% |
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