+100.2%
ROIV vs VO
+15.0%
+85.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.1% |
| 7D | +9.5% | +0.2% | +9.3% | +9.2% |
| 30D | +21.0% | +2.0% | +19.0% | +18.4% |
| 3M | +18.7% | -0.3% | +19.0% | +19.3% |
| 6M | +44.5% | +7.3% | +37.2% | +31.4% |
| YTD | +92.9% | +15.0% | +77.9% | +61.2% |
| 1Y | +100.2% | +14.7% | +85.5% | +67.1% |
| All | +100.2% | +15.0% | +85.3% | +67.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling