+63.4%
VSH vs ROIV
+97.8%
-34.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.1% | -11.1% | -6.2% |
| 7D | -13.6% | +3.0% | -16.7% | -14.1% |
| 30D | -30.4% | +6.8% | -37.2% | -31.2% |
| 3M | -33.3% | +10.5% | -43.8% | -34.9% |
| 6M | -15.1% | +34.8% | -49.9% | -19.2% |
| YTD | +80.2% | +76.2% | +4.0% | +67.2% |
| 1Y | +63.4% | +92.4% | -29.0% | +45.3% |
| All | +63.4% | +97.8% | -34.5% | +45.3% |
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