+78.9%
VTV vs ROIV
+384.4%
-305.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.8% |
| 7D | -0.4% | +9.5% | -9.9% | -1.5% |
| 30D | +3.9% | +21.0% | -17.1% | +1.5% |
| 3M | +2.6% | +18.7% | -16.2% | +0.1% |
| 6M | +11.5% | +44.5% | -33.0% | +5.4% |
| YTD | +22.3% | +92.9% | -70.6% | +9.9% |
| 1Y | +24.5% | +100.2% | -75.7% | +11.0% |
| All | +78.9% | +384.4% | -305.5% | +34.8% |
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