+37.9%
VSH vs ROIV
+362.8%
-325.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.4% | -0.2% | -3.0% |
| 7D | +26.2% | +9.2% | +17.0% | +22.7% |
| 30D | -12.5% | +19.9% | -32.4% | -17.5% |
| 3M | -16.9% | +10.6% | -27.5% | -20.4% |
| 6M | -17.0% | +36.1% | -53.0% | -26.3% |
| YTD | +93.8% | +84.3% | +9.5% | +50.9% |
| 1Y | +99.3% | +87.6% | +11.8% | +53.2% |
| All | +37.9% | +362.8% | -325.0% | -29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling