+284.5%
ROIV price history and return analytics
+92.9%
+191.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.8% |
| 7D | +9.2% | +2.9% | +6.3% | +6.3% |
| 30D | +19.9% | -2.5% | +22.4% | +23.1% |
| 3M | +10.6% | -3.3% | +13.9% | +14.3% |
| 6M | +36.1% | +1.5% | +34.5% | +34.0% |
| YTD | +84.3% | +11.4% | +72.9% | +66.1% |
| 1Y | +87.6% | +11.9% | +75.7% | +68.2% |
| 3Y | +353.9% | +73.9% | +280.0% | +166.7% |
| 5Y | +376.1% | +57.9% | +318.2% | +175.6% |
| All | +284.5% | +92.9% | +191.6% | +112.4% |
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