+30.1%
XYZ vs ROIV
+96.8%
-66.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | -2.2% | +9.5% | -11.6% | -4.3% |
| 30D | +11.6% | +21.0% | -9.4% | +7.0% |
| 3M | +8.4% | +18.7% | -10.3% | +3.7% |
| 6M | +17.2% | +44.5% | -27.4% | +4.8% |
| YTD | +31.7% | +92.9% | -61.2% | +9.0% |
| 1Y | +30.1% | +100.2% | -70.2% | +5.5% |
| All | +30.1% | +96.8% | -66.7% | +5.5% |
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 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