+108.4%
VSH vs ROIV
+96.8%
+11.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.2% | +8.4% |
| 7D | +12.8% | +9.5% | +3.3% | +10.5% |
| 30D | -9.0% | +21.0% | -30.0% | -12.5% |
| 3M | -12.2% | +18.7% | -30.9% | -15.7% |
| 6M | -15.9% | +44.5% | -60.4% | -21.6% |
| YTD | +103.2% | +92.9% | +10.4% | +84.5% |
| 1Y | +108.4% | +100.2% | +8.2% | +87.1% |
| All | +108.4% | +96.8% | +11.6% | +87.1% |
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