+540.7%
ROAD price history and return analytics
+146.4%
+394.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.9% | -4.1% | -17.8% | -16.6% |
| 7D | -15.5% | -4.2% | -11.3% | -9.6% |
| 30D | -17.4% | -5.8% | -11.6% | -9.7% |
| 3M | -26.2% | -5.2% | -21.0% | -19.5% |
| 6M | -41.1% | +0.1% | -41.2% | -40.0% |
| YTD | -28.6% | +8.2% | -36.8% | -33.5% |
| 1Y | -32.5% | +10.1% | -42.6% | -38.3% |
| 3Y | +95.0% | +69.7% | +25.3% | +9.1% |
| 5Y | +87.1% | +53.4% | +33.8% | +18.0% |
| All | +540.7% | +146.4% | +394.3% | +142.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling