-22.0%
VST vs ROIV
+87.6%
-109.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -0.9% |
| 7D | +6.6% | +1.7% | +4.9% | +6.2% |
| 30D | -12.4% | +17.6% | -30.0% | -15.2% |
| 3M | -9.0% | +9.0% | -18.0% | -11.0% |
| 6M | -6.4% | +35.3% | -41.7% | -14.0% |
| YTD | -17.2% | +82.2% | -99.4% | -29.3% |
| 1Y | -22.0% | +92.3% | -114.3% | -35.4% |
| All | -22.0% | +87.6% | -109.6% | -35.4% |
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