+291.1%
ROIV vs VO
+75.4%
+215.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +1.9% | +2.1% |
| 7D | +13.3% | -0.1% | +13.5% | +13.6% |
| 30D | +14.8% | +0.5% | +14.3% | +14.4% |
| 3M | +11.9% | -1.0% | +12.9% | +12.9% |
| 6M | +42.4% | +6.4% | +36.0% | +34.5% |
| YTD | +87.4% | +13.6% | +73.8% | +67.3% |
| 1Y | +97.2% | +14.5% | +82.8% | +74.7% |
| 3Y | +375.7% | +67.2% | +308.5% | +202.9% |
| 5Y | +379.0% | +36.1% | +343.0% | +218.1% |
| All | +291.1% | +75.4% | +215.6% | +151.5% |
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