-31.4%
ROL price history and return analytics
+11.9%
-43.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.6% |
| 7D | +3.0% | +2.4% | +0.6% | +2.9% |
| 30D | +19.8% | -1.5% | +21.3% | +19.7% |
| 3M | +7.9% | -4.1% | +12.0% | +8.1% |
| 6M | -25.6% | +0.6% | -26.2% | -26.1% |
| YTD | -34.1% | +11.0% | -45.2% | -36.2% |
| 1Y | -31.4% | +13.3% | -44.7% | -33.8% |
| All | -31.4% | +11.9% | -43.3% | -33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling