+291.1%
ROIV price history and return analytics
+92.8%
+198.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +2.0% |
| 7D | +13.3% | +0.4% | +13.0% | +13.1% |
| 30D | +14.8% | -2.6% | +17.4% | +17.9% |
| 3M | +11.9% | -3.2% | +15.2% | +15.5% |
| 6M | +42.4% | +0.9% | +41.5% | +40.9% |
| YTD | +87.4% | +11.3% | +76.1% | +69.0% |
| 1Y | +97.2% | +14.0% | +83.2% | +73.7% |
| 3Y | +375.7% | +75.8% | +299.8% | +176.6% |
| 5Y | +379.0% | +57.8% | +321.2% | +177.4% |
| All | +291.1% | +92.8% | +198.3% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling