+3.5%
VRT vs ROIV
+104.3%
-100.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.5% |
| 7D | -17.7% | +14.3% | -32.0% | -20.7% |
| 30D | -20.0% | +16.2% | -36.2% | -23.3% |
| 3M | -28.1% | +15.1% | -43.2% | -31.2% |
| 6M | -42.8% | +44.2% | -87.1% | -48.9% |
| YTD | +20.0% | +89.8% | -69.9% | -3.3% |
| 1Y | +3.5% | +94.6% | -91.1% | -15.4% |
| All | +3.5% | +104.3% | -100.8% | -15.4% |
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