+68.7%
VTV vs ROIV
+253.6%
-184.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +18.8% | -19.6% | -2.6% |
| 7D | +0.3% | +20.2% | -19.9% | -1.7% |
| 30D | +0.1% | +14.1% | -14.0% | -1.3% |
| 3M | +6.2% | +45.6% | -39.4% | +1.7% |
| 6M | +13.5% | +44.1% | -30.6% | +8.5% |
| YTD | +18.9% | +91.2% | -72.3% | +9.5% |
| 1Y | +25.8% | +221.3% | -195.5% | +8.1% |
| 3Y | +68.7% | +229.2% | -160.5% | +39.1% |
| All | +68.7% | +253.6% | -184.9% | +39.1% |
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