+74.0%
VTI vs ROIV
+316.9%
-242.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +18.8% | -19.3% | -2.1% |
| 7D | +0.6% | +20.2% | -19.5% | -1.0% |
| 30D | -1.1% | +14.1% | -15.2% | -2.3% |
| 3M | +3.9% | +45.6% | -41.7% | +0.4% |
| 6M | +14.6% | +44.1% | -29.5% | +10.7% |
| YTD | +13.3% | +91.2% | -77.8% | +6.7% |
| 1Y | +19.2% | +221.3% | -202.1% | +7.4% |
| 3Y | +77.4% | +229.2% | -151.8% | +57.7% |
| 5Y | +74.0% | +316.5% | -242.4% | +40.0% |
| All | +74.0% | +316.9% | -242.9% | +40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling