+302.4%
ROIV vs VO
+77.6%
+224.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.4% |
| 7D | +9.5% | +0.2% | +9.3% | +9.3% |
| 30D | +21.0% | +2.0% | +19.0% | +18.9% |
| 3M | +18.7% | -0.3% | +19.0% | +19.0% |
| 6M | +44.5% | +7.3% | +37.2% | +35.5% |
| YTD | +92.9% | +15.0% | +77.9% | +70.2% |
| 1Y | +100.2% | +14.7% | +85.5% | +77.0% |
| 3Y | +375.0% | +67.3% | +307.7% | +202.1% |
| 5Y | +435.2% | +38.8% | +396.3% | +251.2% |
| All | +302.4% | +77.6% | +224.8% | +155.9% |
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