+89.0%
ROIV vs VO
+11.7%
+77.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.3% |
| 7D | +5.3% | -2.6% | +7.9% | +8.6% |
| 30D | +11.9% | -0.9% | +12.8% | +13.3% |
| 3M | +10.7% | -3.0% | +13.7% | +14.6% |
| 6M | +34.9% | +2.2% | +32.7% | +29.9% |
| YTD | +79.2% | +10.6% | +68.6% | +56.6% |
| 1Y | +89.0% | +12.5% | +76.5% | +61.8% |
| All | +89.0% | +11.7% | +77.3% | +61.8% |
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 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