+319.8%
ROIV vs VYM
+76.9%
+242.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +22.3% | -1.0% | +23.3% | +23.4% |
| 30D | +16.9% | -2.0% | +18.9% | +19.2% |
| 3M | +43.9% | +3.1% | +40.9% | +39.4% |
| 6M | +41.6% | +8.9% | +32.7% | +29.6% |
| YTD | +92.7% | +14.7% | +77.9% | +67.9% |
| 1Y | +210.2% | +19.4% | +190.7% | +159.5% |
| 3Y | +231.8% | +65.4% | +166.4% | +102.2% |
| 5Y | +319.8% | +77.6% | +242.2% | +165.4% |
| All | +319.8% | +76.9% | +242.8% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 5y: compounded portfolio wealth divided by compounded VYM 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…
5y analysis · Full analysis span regression · 6 months rolling