-51.4%
VG vs ROIV
+228.1%
-279.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.2% | -3.3% |
| 7D | -22.0% | -2.4% | -19.6% | -21.7% |
| 30D | -14.7% | +3.1% | -17.8% | -15.3% |
| 3M | -7.1% | +5.8% | -12.9% | -8.6% |
| 6M | -11.2% | +29.3% | -40.5% | -17.3% |
| YTD | +69.8% | +68.8% | +1.1% | +33.1% |
| 1Y | +49.9% | +81.0% | -31.2% | +11.3% |
| All | -51.4% | +228.1% | -279.5% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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