+65.3%
ROAM price history and return analytics
+53.2%
+12.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | -0.4% |
| 7D | -4.7% | -4.2% | -0.5% | -1.4% |
| 30D | -9.3% | -5.8% | -3.5% | -4.9% |
| 3M | -6.9% | -5.2% | -1.7% | -2.8% |
| 6M | -4.8% | +0.1% | -4.9% | -4.5% |
| YTD | +13.6% | +8.2% | +5.4% | +7.6% |
| 1Y | +15.6% | +10.1% | +5.5% | +8.1% |
| 3Y | +74.1% | +69.7% | +4.5% | +18.6% |
| 5Y | +65.3% | +53.4% | +11.9% | +20.3% |
| All | +65.3% | +53.2% | +12.1% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling