+32.9%
W vs ROIV
+200.3%
-167.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +1.9% |
| 7D | -4.2% | +0.6% | -4.8% | -4.4% |
| 30D | -7.6% | +1.0% | -8.5% | -8.1% |
| 3M | +37.2% | +18.3% | +18.9% | +28.2% |
| 6M | +26.3% | +18.3% | +8.0% | +17.4% |
| YTD | -1.0% | +61.0% | -61.9% | -18.7% |
| 1Y | +20.1% | +177.9% | -157.8% | -21.2% |
| All | +32.9% | +200.3% | -167.4% | -22.1% |
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