+605.0%
ROAD price history and return analytics
+153.4%
+451.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.6% | +7.9% | +7.1% |
| 7D | -11.7% | +0.4% | -12.1% | -10.9% |
| 30D | -1.7% | -2.6% | +0.9% | +3.1% |
| 3M | -28.8% | -3.2% | -25.5% | -24.4% |
| 6M | -39.3% | +0.9% | -40.2% | -38.8% |
| YTD | -21.4% | +11.3% | -32.7% | -29.3% |
| 1Y | -23.4% | +14.0% | -37.4% | -32.9% |
| 3Y | +118.2% | +75.8% | +42.3% | +16.9% |
| 5Y | +106.9% | +57.8% | +49.1% | +26.0% |
| All | +605.0% | +153.4% | +451.5% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling