+311.9%
ROIV vs VT
+69.4%
+242.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | +0.1% |
| 7D | -2.4% | -4.2% | +1.8% | +2.2% |
| 30D | +3.1% | -5.8% | +8.9% | +9.8% |
| 3M | +5.8% | -5.2% | +11.1% | +11.9% |
| 6M | +29.3% | +0.1% | +29.2% | +28.6% |
| YTD | +68.8% | +8.2% | +60.5% | +54.8% |
| 1Y | +81.0% | +10.1% | +70.9% | +63.0% |
| All | +311.9% | +69.4% | +242.6% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling