+92.4%
ROIV vs VMC
+3.7%
+88.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +5.2% |
| 7D | +3.0% | +12.3% | -9.3% | +0.8% |
| 30D | +6.8% | +21.2% | -14.4% | +3.2% |
| 3M | +10.5% | +4.6% | +5.9% | +9.8% |
| 6M | +34.8% | +3.9% | +30.9% | +32.8% |
| YTD | +76.2% | +5.0% | +71.2% | +71.2% |
| 1Y | +92.4% | +2.6% | +89.8% | +88.4% |
| All | +92.4% | +3.7% | +88.7% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling