+298.8%
ROIV vs VOO
+126.1%
+172.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.6% | +19.3% | +19.2% |
| 7D | +20.2% | +0.5% | +19.6% | +19.5% |
| 30D | +14.1% | -0.9% | +15.1% | +15.0% |
| 3M | +45.6% | +3.9% | +41.7% | +40.5% |
| 6M | +44.1% | +14.5% | +29.6% | +27.7% |
| YTD | +91.2% | +13.0% | +78.2% | +71.9% |
| 1Y | +221.3% | +19.4% | +201.9% | +174.8% |
| 3Y | +229.2% | +78.9% | +150.3% | +98.3% |
| 5Y | +316.5% | +82.3% | +234.2% | +134.8% |
| All | +298.8% | +126.1% | +172.7% | +112.6% |
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