+24.5%
VTV vs ROIV
+96.8%
-72.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.9% |
| 7D | -0.4% | +9.5% | -9.9% | -0.9% |
| 30D | +3.9% | +21.0% | -17.1% | +2.8% |
| 3M | +2.6% | +18.7% | -16.2% | +1.5% |
| 6M | +11.5% | +44.5% | -33.0% | +8.4% |
| YTD | +22.3% | +92.9% | -70.6% | +16.1% |
| 1Y | +24.5% | +100.2% | -75.7% | +17.4% |
| All | +24.5% | +96.8% | -72.3% | +17.4% |
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