+114.2%
VTI vs ROIV
+232.7%
-118.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | 0.0% | +1.0% | -0.9% | -0.1% |
| 3M | +2.0% | +18.3% | -16.3% | +0.4% |
| 6M | +13.0% | +18.3% | -5.4% | +11.0% |
| YTD | +13.9% | +61.0% | -47.0% | +9.0% |
| 1Y | +20.0% | +177.9% | -157.9% | +9.5% |
| 3Y | +75.8% | +199.1% | -123.3% | +57.8% |
| 5Y | +73.8% | +250.7% | -176.9% | +46.7% |
| All | +114.2% | +232.7% | -118.4% | +83.0% |
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 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