+293.7%
ROIV vs ITOT
+112.0%
+181.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.5% |
| 7D | +19.0% | -2.0% | +21.0% | +21.1% |
| 30D | +16.1% | -2.0% | +18.1% | +18.1% |
| 3M | +44.1% | +4.5% | +39.6% | +38.2% |
| 6M | +37.8% | +12.6% | +25.2% | +23.7% |
| YTD | +88.7% | +12.0% | +76.7% | +70.7% |
| 1Y | +197.3% | +17.3% | +180.1% | +157.9% |
| 3Y | +224.9% | +75.2% | +149.7% | +97.3% |
| 5Y | +311.0% | +74.0% | +237.0% | +135.9% |
| All | +293.7% | +112.0% | +181.6% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ITOT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling