+108.6%
ROMA price history and return analytics
+56.6%
+52.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.7% |
| 7D | -5.9% | -2.3% | -3.6% | -3.8% |
| 30D | -30.8% | -5.0% | -25.8% | -27.2% |
| 3M | -31.9% | -4.9% | -27.0% | -28.4% |
| 6M | -9.0% | -1.5% | -7.5% | -7.8% |
| YTD | +258.0% | +8.5% | +249.5% | +236.2% |
| 1Y | +113.0% | +11.4% | +101.7% | +95.0% |
| All | +108.6% | +56.6% | +52.0% | -46.2% |
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