+250.4%
ROIV vs VIG
+63.1%
+187.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.0% |
| 7D | +0.6% | -0.4% | +1.1% | +1.1% |
| 30D | +1.0% | -1.0% | +1.9% | +2.0% |
| 3M | +18.3% | +2.8% | +15.5% | +14.9% |
| 6M | +18.3% | +8.2% | +10.1% | +8.9% |
| YTD | +61.0% | +11.0% | +49.9% | +44.7% |
| 1Y | +177.9% | +16.1% | +161.7% | +138.5% |
| 3Y | +199.1% | +56.2% | +142.9% | +91.6% |
| All | +250.4% | +63.1% | +187.2% | +106.6% |
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