+336.8%
ROIV vs VOO
+78.5%
+258.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +1.7% | +2.6% | -0.9% | -0.7% |
| 30D | +17.6% | -2.0% | +19.6% | +20.0% |
| 3M | +9.0% | -2.8% | +11.7% | +11.9% |
| 6M | +35.3% | +2.2% | +33.1% | +32.4% |
| YTD | +82.2% | +11.5% | +70.6% | +64.1% |
| 1Y | +92.3% | +13.5% | +78.8% | +70.3% |
| 3Y | +336.8% | +78.1% | +258.7% | +127.7% |
| All | +336.8% | +78.5% | +258.3% | +127.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling