+389.2%
ROIV vs VIG
+64.4%
+324.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | +3.5% | -1.8% | -2.0% |
| 30D | +17.6% | +4.9% | +12.6% | +11.9% |
| 3M | +9.0% | +2.5% | +6.4% | +6.1% |
| 6M | +35.3% | +11.0% | +24.3% | +20.9% |
| YTD | +82.2% | +16.0% | +66.2% | +56.0% |
| 1Y | +92.3% | +17.5% | +74.7% | +62.2% |
| 3Y | +336.8% | +67.0% | +269.8% | +158.6% |
| All | +389.2% | +64.4% | +324.8% | +156.3% |
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