+134.7%
VGT vs ROIV
+316.9%
-182.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +18.8% | -18.9% | -2.3% |
| 7D | +1.8% | +20.2% | -18.3% | -0.5% |
| 30D | -0.3% | +14.1% | -14.5% | -2.1% |
| 3M | +3.4% | +45.6% | -42.2% | -1.3% |
| 6M | +35.0% | +44.1% | -9.1% | +28.8% |
| YTD | +28.8% | +91.2% | -62.4% | +18.8% |
| 1Y | +38.0% | +221.3% | -183.3% | +20.1% |
| 3Y | +125.8% | +229.2% | -103.4% | +93.2% |
| 5Y | +134.7% | +316.5% | -181.7% | +75.6% |
| All | +134.7% | +316.9% | -182.1% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling