+250.4%
ROIV vs VO
+42.6%
+207.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.7% |
| 7D | +0.6% | -0.3% | +0.9% | +0.9% |
| 30D | +1.0% | -0.3% | +1.3% | +1.3% |
| 3M | +18.3% | +2.9% | +15.3% | +14.9% |
| 6M | +18.3% | +9.3% | +9.0% | +8.3% |
| YTD | +61.0% | +14.2% | +46.8% | +41.5% |
| 1Y | +177.9% | +15.3% | +162.6% | +141.7% |
| 3Y | +199.1% | +56.2% | +142.8% | +93.0% |
| All | +250.4% | +42.6% | +207.7% | +127.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling