+123.4%
VRT vs ROIV
+177.7%
-54.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.8% | +3.9% |
| 7D | +9.1% | +0.6% | +8.5% | +8.9% |
| 30D | +0.9% | +1.0% | 0.0% | +0.5% |
| 3M | -13.4% | +18.3% | -31.7% | -17.2% |
| 6M | +11.7% | +18.3% | -6.6% | +6.0% |
| YTD | +73.2% | +61.0% | +12.3% | +48.2% |
| 1Y | +123.4% | +177.9% | -54.5% | +76.7% |
| All | +123.4% | +177.7% | -54.2% | +76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling