+235.9%
ROIV vs VTEB
+3.8%
+232.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.4% |
| 7D | +0.6% | -0.8% | +1.4% | +1.8% |
| 30D | +1.0% | -1.3% | +2.3% | +3.1% |
| 3M | +18.3% | -2.1% | +20.4% | +22.3% |
| 6M | +18.3% | -1.7% | +20.0% | +21.4% |
| YTD | +61.0% | -0.6% | +61.5% | +62.7% |
| 1Y | +177.9% | +3.1% | +174.8% | +167.4% |
| 3Y | +199.1% | +9.2% | +189.8% | +165.7% |
| 5Y | +250.7% | +2.2% | +248.5% | +216.6% |
| All | +235.9% | +3.8% | +232.1% | +194.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling