+235.9%
ROIV vs VT
+99.8%
+136.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | +0.4% | +0.2% | +0.2% |
| 30D | +1.0% | +1.0% | 0.0% | 0.0% |
| 3M | +18.3% | +2.4% | +15.9% | +15.5% |
| 6M | +18.3% | +12.0% | +6.3% | +5.7% |
| YTD | +61.0% | +15.3% | +45.6% | +40.2% |
| 1Y | +177.9% | +22.6% | +155.3% | +127.8% |
| 3Y | +199.1% | +74.7% | +124.4% | +74.5% |
| 5Y | +250.7% | +66.1% | +184.6% | +96.2% |
| All | +235.9% | +99.8% | +136.1% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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