+113.0%
ROMA price history and return analytics
+10.5%
+102.5%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.8% |
| 7D | -5.9% | -2.3% | -3.6% | -3.6% |
| 30D | -30.8% | -5.0% | -25.8% | -26.9% |
| 3M | -31.9% | -4.9% | -27.0% | -28.0% |
| 6M | -9.0% | -1.5% | -7.5% | -7.4% |
| YTD | +258.0% | +8.5% | +249.5% | +263.5% |
| 1Y | +113.0% | +11.4% | +101.7% | +111.7% |
| All | +113.0% | +10.5% | +102.5% | +111.7% |
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 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