+411.6%
ROIV vs VIG
+59.0%
+352.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.6% |
| 7D | +5.3% | -1.8% | +7.1% | +7.5% |
| 30D | +11.9% | +2.7% | +9.2% | +8.9% |
| 3M | +10.7% | 0.0% | +10.7% | +10.7% |
| 6M | +34.9% | +6.8% | +28.2% | +25.6% |
| YTD | +79.2% | +12.1% | +67.1% | +59.0% |
| 1Y | +89.0% | +14.8% | +74.2% | +63.5% |
| 3Y | +337.3% | +62.4% | +274.9% | +165.8% |
| All | +411.6% | +59.0% | +352.6% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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