+273.8%
ROIV vs VOO
+117.7%
+156.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +5.9% |
| 7D | +5.3% | -2.7% | +8.0% | +8.0% |
| 30D | +11.9% | -5.4% | +17.3% | +17.6% |
| 3M | +10.7% | -4.1% | +14.8% | +14.8% |
| 6M | +34.9% | +0.7% | +34.2% | +34.0% |
| YTD | +79.2% | +8.7% | +70.4% | +66.7% |
| 1Y | +89.0% | +11.0% | +78.1% | +72.7% |
| 3Y | +337.3% | +75.5% | +261.9% | +168.8% |
| 5Y | +402.3% | +68.4% | +334.0% | +193.3% |
| All | +273.8% | +117.7% | +156.2% | +106.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling