+87.6%
ROIV vs ITOT
+11.7%
+75.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -4.0% | -3.9% |
| 7D | +9.2% | +3.3% | +5.9% | +5.2% |
| 30D | +19.9% | -2.5% | +22.4% | +23.4% |
| 3M | +10.6% | -2.3% | +12.9% | +13.5% |
| 6M | +36.1% | +3.0% | +33.0% | +29.6% |
| YTD | +84.3% | +11.9% | +72.4% | +56.8% |
| 1Y | +87.6% | +12.0% | +75.5% | +59.3% |
| All | +87.6% | +11.7% | +75.9% | +59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling