+263.2%
ROIV vs VTEB
+9.0%
+254.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.6% |
| 7D | +22.3% | -0.7% | +23.0% | +23.7% |
| 30D | +16.9% | -2.1% | +18.9% | +20.8% |
| 3M | +43.9% | -2.7% | +46.6% | +50.3% |
| 6M | +41.6% | -2.1% | +43.7% | +46.4% |
| YTD | +92.7% | -1.1% | +93.8% | +96.5% |
| 1Y | +210.2% | +1.3% | +208.8% | +205.9% |
| All | +263.2% | +9.0% | +254.3% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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