+316.5%
ROIV vs VCLT
-15.1%
+331.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | 0.0% | +18.8% | +18.8% |
| 7D | +20.2% | +0.3% | +19.9% | +19.9% |
| 30D | +14.1% | -0.6% | +14.7% | +14.6% |
| 3M | +45.6% | -2.2% | +47.8% | +48.0% |
| 6M | +44.1% | -2.9% | +47.0% | +47.3% |
| YTD | +91.2% | -2.1% | +93.2% | +94.3% |
| 1Y | +221.3% | -2.6% | +223.9% | +227.5% |
| 3Y | +229.2% | +12.5% | +216.7% | +206.5% |
| 5Y | +316.5% | -15.3% | +331.8% | +308.6% |
| All | +316.5% | -15.1% | +331.6% | +308.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling