+296.1%
ROIV vs VO
+75.4%
+220.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +14.3% | -0.2% | +14.5% | +14.6% |
| 30D | +16.2% | +0.5% | +15.8% | +15.9% |
| 3M | +15.1% | -1.1% | +16.2% | +16.2% |
| 6M | +44.2% | +6.4% | +37.8% | +36.2% |
| YTD | +89.8% | +13.5% | +76.3% | +69.5% |
| 1Y | +94.6% | +13.6% | +81.0% | +73.6% |
| 3Y | +367.5% | +65.2% | +302.3% | +200.8% |
| 5Y | +421.4% | +37.7% | +383.7% | +245.9% |
| All | +296.1% | +75.4% | +220.7% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling