+367.5%
ROIV vs ITOT
+78.3%
+289.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +14.3% | -0.5% | +14.8% | +15.0% |
| 30D | +16.2% | -3.4% | +19.7% | +20.3% |
| 3M | +15.1% | -3.1% | +18.2% | +18.6% |
| 6M | +44.2% | +2.2% | +42.0% | +41.1% |
| YTD | +89.8% | +11.0% | +78.8% | +71.7% |
| 1Y | +94.6% | +11.4% | +83.2% | +75.4% |
| 3Y | +367.5% | +76.4% | +291.2% | +147.5% |
| All | +367.5% | +78.3% | +289.2% | +147.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling