+77.4%
VTI vs ROIV
+253.6%
-176.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +18.8% | -19.3% | -2.9% |
| 7D | +0.6% | +20.2% | -19.5% | -1.9% |
| 30D | -1.1% | +14.1% | -15.2% | -3.0% |
| 3M | +3.9% | +45.6% | -41.7% | -1.6% |
| 6M | +14.6% | +44.1% | -29.5% | +8.4% |
| YTD | +13.3% | +91.2% | -77.8% | +2.6% |
| 1Y | +19.2% | +221.3% | -202.1% | -0.6% |
| 3Y | +77.4% | +229.2% | -151.8% | +40.5% |
| All | +77.4% | +253.6% | -176.2% | +40.5% |
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