+13.8%
VRT vs ROIV
+97.8%
-84.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.1% | -19.0% | -14.4% |
| 7D | -15.4% | +3.0% | -18.4% | -16.1% |
| 30D | -19.0% | +6.8% | -25.8% | -20.5% |
| 3M | -23.8% | +10.5% | -34.4% | -26.5% |
| 6M | -37.9% | +34.8% | -72.7% | -43.5% |
| YTD | +27.0% | +76.2% | -49.2% | +3.9% |
| 1Y | +13.8% | +92.4% | -78.6% | -8.5% |
| All | +13.8% | +97.8% | -84.0% | -8.5% |
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