+122.8%
ROMA price history and return analytics
+60.8%
+62.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.6% |
| 7D | +3.0% | +2.9% | +0.1% | +0.2% |
| 30D | -23.6% | -2.5% | -21.1% | -21.7% |
| 3M | -25.8% | -3.3% | -22.5% | -23.3% |
| 6M | -18.5% | +1.5% | -20.1% | -19.9% |
| YTD | +282.2% | +11.4% | +270.9% | +250.0% |
| 1Y | +130.7% | +11.9% | +118.8% | +110.2% |
| All | +122.8% | +60.8% | +62.0% | -44.0% |
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