+559.3%
ROKU price history and return analytics
+173.5%
+385.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.9% |
| 7D | -0.4% | -1.1% | +0.7% | +1.4% |
| 30D | +2.1% | -1.0% | +3.1% | +3.6% |
| 3M | +29.5% | +3.2% | +26.3% | +22.3% |
| 6M | +53.8% | +12.5% | +41.3% | +26.5% |
| YTD | +42.8% | +14.1% | +28.7% | +15.1% |
| 1Y | +60.7% | +18.9% | +41.8% | +21.2% |
| 3Y | +83.9% | +74.1% | +9.8% | -19.9% |
| 5Y | -52.8% | +66.9% | -119.7% | -76.5% |
| All | +559.3% | +173.5% | +385.8% | +179.2% |
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 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