+302.4%
ROIV vs ITOT
+112.9%
+189.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.4% |
| 7D | +9.5% | -0.8% | +10.2% | +10.3% |
| 30D | +21.0% | -2.0% | +23.0% | +23.4% |
| 3M | +18.7% | -1.5% | +20.3% | +20.4% |
| 6M | +44.5% | +3.3% | +41.2% | +40.3% |
| YTD | +92.9% | +12.5% | +80.4% | +74.0% |
| 1Y | +100.2% | +12.6% | +87.6% | +80.3% |
| 3Y | +375.0% | +78.6% | +296.4% | +184.1% |
| 5Y | +435.2% | +67.0% | +368.2% | +206.9% |
| All | +302.4% | +112.9% | +189.5% | +118.5% |
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