+284.5%
ROIV vs VOO
+124.1%
+160.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.1% |
| 7D | +9.2% | +3.3% | +5.9% | +6.2% |
| 30D | +19.9% | -2.7% | +22.6% | +23.0% |
| 3M | +10.6% | -1.7% | +12.3% | +12.3% |
| 6M | +36.1% | +3.1% | +33.0% | +32.4% |
| YTD | +84.3% | +11.9% | +72.3% | +67.1% |
| 1Y | +87.6% | +12.1% | +75.5% | +69.9% |
| 3Y | +353.9% | +78.6% | +275.3% | +174.5% |
| 5Y | +376.1% | +73.8% | +302.3% | +170.9% |
| All | +284.5% | +124.1% | +160.4% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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