+203.3%
ROMA price history and return analytics
+66.5%
+136.7%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -4.0% | +0.4% | -4.5% | -4.4% |
| 30D | -1.0% | +1.0% | -1.9% | -1.8% |
| 3M | +28.1% | +2.4% | +25.7% | +25.1% |
| 6M | +289.2% | +12.0% | +277.2% | +245.8% |
| YTD | +420.4% | +15.3% | +405.1% | +360.3% |
| 1Y | +243.6% | +22.6% | +221.0% | +186.0% |
| All | +203.3% | +66.5% | +136.7% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling