+302.0%
ROIV vs ITOT
+113.4%
+188.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +22.3% | -0.4% | +22.7% | +22.6% |
| 30D | +16.9% | -1.6% | +18.4% | +18.4% |
| 3M | +43.9% | +3.5% | +40.4% | +39.3% |
| 6M | +41.6% | +13.1% | +28.5% | +26.6% |
| YTD | +92.7% | +12.7% | +80.0% | +73.3% |
| 1Y | +210.2% | +18.3% | +191.9% | +166.9% |
| 3Y | +231.8% | +76.4% | +155.4% | +100.3% |
| 5Y | +319.8% | +73.8% | +246.0% | +139.8% |
| All | +302.0% | +113.4% | +188.6% | +117.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling