+90.0%
ROAM price history and return analytics
+209.4%
-119.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | -0.2% |
| 7D | -4.7% | -4.2% | -0.5% | -1.1% |
| 30D | -9.3% | -5.8% | -3.5% | -4.6% |
| 3M | -6.9% | -5.2% | -1.7% | -2.5% |
| 6M | -4.8% | +0.1% | -4.9% | -4.6% |
| YTD | +13.6% | +8.2% | +5.4% | +6.8% |
| 1Y | +15.6% | +10.1% | +5.5% | +7.0% |
| 3Y | +74.1% | +69.7% | +4.5% | +11.6% |
| 5Y | +65.3% | +53.4% | +11.9% | +14.7% |
| 10Y | +119.2% | +219.2% | -100.0% | -17.3% |
| All | +90.0% | +209.4% | -119.4% | -29.0% |
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