+98.6%
VT vs ROIV
+232.7%
-134.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | +0.4% | +0.6% | -0.2% | +0.4% |
| 30D | +1.0% | +1.0% | 0.0% | +0.9% |
| 3M | +2.4% | +18.3% | -15.9% | +0.9% |
| 6M | +12.0% | +18.3% | -6.3% | +10.2% |
| YTD | +15.3% | +61.0% | -45.6% | +10.7% |
| 1Y | +22.6% | +177.9% | -155.3% | +12.6% |
| 3Y | +74.7% | +199.1% | -124.4% | +58.1% |
| 5Y | +66.1% | +250.7% | -184.6% | +41.4% |
| All | +98.6% | +232.7% | -134.1% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling