+631.1%
VRT vs ROIV
+413.6%
+217.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.4% |
| 7D | -17.7% | +14.3% | -32.0% | -20.3% |
| 30D | -20.0% | +16.2% | -36.2% | -22.8% |
| 3M | -28.1% | +15.1% | -43.2% | -30.8% |
| 6M | -42.8% | +44.2% | -87.1% | -48.0% |
| YTD | +20.0% | +89.8% | -69.9% | +2.2% |
| 1Y | +3.5% | +94.6% | -91.1% | -12.5% |
| 3Y | +366.1% | +367.5% | -1.4% | +225.7% |
| All | +631.1% | +413.6% | +217.5% | +310.7% |
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 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