+229.2%
ROIV vs ITOT
+77.4%
+151.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.3% | +19.3% |
| 7D | +20.2% | +0.7% | +19.5% | +19.3% |
| 30D | +14.1% | -1.1% | +15.3% | +15.2% |
| 3M | +45.6% | +3.9% | +41.7% | +40.2% |
| 6M | +44.1% | +14.7% | +29.4% | +26.5% |
| YTD | +91.2% | +13.3% | +77.8% | +70.1% |
| 1Y | +221.3% | +19.1% | +202.2% | +173.0% |
| 3Y | +229.2% | +77.3% | +151.9% | +78.8% |
| All | +229.2% | +77.4% | +151.8% | +78.8% |
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