+207.9%
ROL price history and return analytics
+221.4%
-13.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.2% |
| 7D | -3.4% | +1.0% | -4.4% | -4.0% |
| 30D | -6.9% | -0.2% | -6.7% | -6.9% |
| 3M | -24.6% | +4.5% | -29.1% | -26.9% |
| 6M | -39.5% | +14.1% | -53.6% | -44.8% |
| YTD | -41.1% | +14.8% | -55.9% | -46.5% |
| 1Y | -37.9% | +21.2% | -59.1% | -45.7% |
| 3Y | +0.8% | +76.6% | -75.8% | -32.8% |
| 5Y | -4.7% | +66.6% | -71.3% | -34.1% |
| 10Y | +207.9% | +222.3% | -14.4% | +28.3% |
| All | +207.9% | +221.4% | -13.6% | +28.3% |
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 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