-61.1%
ROLR price history and return analytics
+34.9%
-96.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.8% | -6.7% |
| 7D | -4.1% | +2.4% | -6.5% | -6.6% |
| 30D | -37.7% | -1.5% | -36.2% | -36.3% |
| 3M | -47.5% | -4.1% | -43.4% | -44.7% |
| 6M | -52.4% | +0.6% | -52.9% | -53.0% |
| YTD | +47.1% | +11.0% | +36.1% | +30.6% |
| 1Y | +31.2% | +13.3% | +17.8% | +13.7% |
| All | -61.1% | +34.9% | -96.0% | -67.7% |
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