+235.9%
ROIV vs VOO
+127.4%
+108.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | +18.3% | +2.0% | +16.3% | +16.2% |
| 6M | +18.3% | +13.0% | +5.3% | +6.2% |
| YTD | +61.0% | +13.6% | +47.4% | +44.1% |
| 1Y | +177.9% | +20.1% | +157.8% | +136.7% |
| 3Y | +199.1% | +77.6% | +121.5% | +81.4% |
| 5Y | +250.7% | +82.4% | +168.3% | +97.0% |
| All | +235.9% | +127.4% | +108.5% | +78.3% |
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